Panoramic Investment Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
15,404
+1,570
| +11% | +$272K | 1.64% | 20 |
|
|
2025
Q1 | $1.94M | Buy |
13,834
+889
| +7% | +$125K | 1.31% | 24 |
|
|
2024
Q4 | $2.07M | Buy |
12,945
+1,939
| +18% | +$309K | 1.35% | 22 |
|
|
2024
Q3 | $1.67M | Buy |
+11,006
| New | +$1.67M | 1.15% | 28 |
|
|
2024
Q1 | $276K | Buy |
2,045
+237
| +13% | +$32K | 0.2% | 87 |
|
|
2023
Q4 | $222K | Buy |
+1,808
| New | +$222K | 0.19% | 97 |
|