Paces Ferry Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
|
|||||
|
2025
Q1 | $406K | Hold |
|
|||||
|
2024
Q4 | $461K | Hold |
|
|||||
|
2024
Q3 | $438K | Buy |
|
|||||
|
2024
Q2 | $435K | Hold |
|
|||||
|
2024
Q1 | $390K | Buy |
|
|||||
|
2023
Q4 | $354K | Buy |
|
|||||
|
2023
Q3 | $302K | Hold |
|
|||||
|
2023
Q2 | $314K | Buy |
|
|||||
|
2023
Q1 | $267K | Buy |
|
|||||
|
2022
Q4 | $214K | Buy |
|
|||||
|
2022
Q3 | $210K | Hold |
|
|||||
|
2022
Q2 | $229K | Buy |
|
|||||
|
2022
Q1 | $295K | Buy |
|
|||||
|
2021
Q4 | $329K | Buy |
|
|||||
|
2021
Q3 | $290K | Hold |
|
|||||
|
2021
Q2 | $284K | Buy |
|
|||||
|
2021
Q1 | $250K | Hold |
|
|||||
|
2020
Q4 | $243K | Sell |
|
|||||
|
2020
Q3 | $215K | Buy |
|