Patriot Financial Group Insurance Agency’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 | $2.62M | Buy |
15,123
+849
| +6% | +$147K | 0.3% | 81 |
|
|
2025
Q1 | $2M | Buy |
14,274
+562
| +4% | +$78.9K | 0.27% | 93 |
|
|
2024
Q4 | $2.19M | Sell |
13,712
-346
| -2% | -$55.2K | 0.29% | 74 |
|
|
2024
Q3 | $2.13M | Sell |
14,058
-619
| -4% | -$93.9K | 0.29% | 78 |
|
|
2024
Q2 | $2.21M | Buy |
14,677
+1,115
| +8% | +$168K | 0.33% | 69 |
|
|
2024
Q1 | $1.83M | Buy |
13,562
+918
| +7% | +$124K | 0.29% | 77 |
|
|
2023
Q4 | $1.55M | Buy |
12,644
+1,024
| +9% | +$126K | 0.29% | 77 |
|
|
2023
Q3 | $1.22M | Buy |
11,620
+115
| +1% | +$12.1K | 0.25% | 100 |
|
|
2023
Q2 | $1.25M | Buy |
11,505
+2,879
| +33% | +$313K | 0.24% | 104 |
|
|
2023
Q1 | $801K | Buy |
8,626
+3,470
| +67% | +$322K | 0.16% | 147 |
|
|
2022
Q4 | $384K | Buy |
+5,156
| New | +$384K | 0.05% | 260 |
|
|
2022
Q3 | – | Sell |
-3,119
| Closed | -$249K | – | 1184 |
|
|
2022
Q2 | $249K | Sell |
3,119
-1,727
| -36% | -$138K | 0.05% | 338 |
|
|
2022
Q1 | $499K | Sell |
4,846
-2,694
| -36% | -$277K | 0.09% | 235 |
|
|
2021
Q4 | $866K | Sell |
7,540
-491
| -6% | -$56.4K | 0.14% | 150 |
|
|
2021
Q3 | $813K | Buy |
+8,031
| New | +$813K | 0.14% | 155 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1756 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1651 |
|
|
2018
Q1 | – | Sell |
-596
| Closed | -$25K | – | 970 |
|
|
2017
Q4 | $25K | Buy |
596
+96
| +19% | +$4.03K | 0.02% | 411 |
|
|
2017
Q3 | $19K | Buy |
500
+72
| +17% | +$2.74K | 0.02% | 417 |
|
|
2017
Q2 | $15K | Hold |
428
| – | – | 0.02% | 445 |
|
|
2017
Q1 | $14K | Buy |
+428
| New | +$14K | 0.01% | 433 |
|