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P.J. Schmidt Investment Management (PJS)’s iShares US Technology ETF IYW Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IYW Stock Details IYW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.17M Buy
35,626
+2,188
+7% +$379K 1.07% 32
2025
Q1 		$4.7M Buy
33,438
+831
+3% +$117K 0.86% 36
2024
Q4 		$5.2M Buy
32,607
+2,293
+8% +$366K 0.9% 35
2024
Q3 		$4.6M Buy
+30,314
New +$4.6M 0.79% 40