Patriot Financial Group Insurance Agency’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
Q3 | $2.04M | Sell |
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|
2025
Q2 | $2.62M | Buy |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $2.19M | Sell |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $801K | Buy |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $249K | Sell |
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|
2022
Q1 | $499K | Sell |
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|
2021
Q4 | $866K | Sell |
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|
2021
Q3 | $813K | Buy |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $25K | Buy |
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|
2017
Q3 | $19K | Buy |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $14K | Buy |
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