PFWA
Paces Ferry Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
2,891
+1
| +0% | +$173 | 0.23% | 60 |
|
|
2025
Q1 | $406K | Hold |
2,890
| – | – | 0.2% | 70 |
|
|
2024
Q4 | $461K | Hold |
2,890
| – | – | 0.22% | 64 |
|
|
2024
Q3 | $438K | Buy |
2,890
+1
| +0% | +$152 | 0.25% | 66 |
|
|
2024
Q2 | $435K | Hold |
2,889
| – | – | 0.26% | 64 |
|
|
2024
Q1 | $390K | Buy |
2,889
+2
| +0.1% | +$270 | 0.25% | 70 |
|
|
2023
Q4 | $354K | Buy |
2,887
+4
| +0.1% | +$491 | 0.25% | 76 |
|
|
2023
Q3 | $302K | Hold |
2,883
| – | – | 0.24% | 78 |
|
|
2023
Q2 | $314K | Buy |
2,883
+2
| +0.1% | +$218 | 0.24% | 80 |
|
|
2023
Q1 | $267K | Buy |
2,881
+3
| +0.1% | +$278 | 0.22% | 91 |
|
|
2022
Q4 | $214K | Buy |
2,878
+10
| +0.3% | +$745 | 0.21% | 102 |
|
|
2022
Q3 | $210K | Hold |
2,868
| – | – | 0.23% | 89 |
|
|
2022
Q2 | $229K | Buy |
2,868
+2
| +0.1% | +$160 | 0.23% | 92 |
|
|
2022
Q1 | $295K | Buy |
2,866
+1
| +0% | +$103 | 0.23% | 85 |
|
|
2021
Q4 | $329K | Buy |
2,865
+5
| +0.2% | +$574 | 0.24% | 85 |
|
|
2021
Q3 | $290K | Hold |
2,860
| – | – | 0.23% | 89 |
|
|
2021
Q2 | $284K | Buy |
2,860
+6
| +0.2% | +$596 | 0.22% | 92 |
|
|
2021
Q1 | $250K | Hold |
2,854
| – | – | 0.22% | 99 |
|
|
2020
Q4 | $243K | Buy |
2,854
+2,140
| +300% | +$182K | 0.22% | 94 |
|
|
2020
Q3 | $215K | Buy |
+714
| New | +$215K | 0.19% | 95 |
|