Patriot Investment Management Group’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 | $1.66M | Hold |
9,576
| – | – | 0.11% | 75 |
|
2025
Q1 | $1.34M | Hold |
9,576
| – | – | 0.1% | 85 |
|
2024
Q4 | $1.53M | Hold |
9,576
| – | – | 0.11% | 78 |
|
2024
Q3 | $1.45M | Hold |
9,576
| – | – | 0.11% | 85 |
|
2024
Q2 | $1.44M | Sell |
9,576
-120
| -1% | -$18.1K | 0.11% | 80 |
|
2024
Q1 | $1.31M | Hold |
9,696
| – | – | 0.1% | 87 |
|
2023
Q4 | $1.19M | Hold |
9,696
| – | – | 0.1% | 92 |
|
2023
Q3 | $1.02M | Buy |
9,696
+145
| +2% | +$15.2K | 0.09% | 99 |
|
2023
Q2 | $1.04M | Sell |
9,551
-440
| -4% | -$47.9K | 0.09% | 104 |
|
2023
Q1 | $927K | Buy |
9,991
+60
| +0.6% | +$5.57K | 0.08% | 113 |
|
2022
Q4 | $826K | Sell |
9,931
-375
| -4% | -$31.2K | 0.07% | 123 |
|
2022
Q3 | $756K | Hold |
10,306
| – | – | 0.08% | 122 |
|
2022
Q2 | $823K | Hold |
10,306
| – | – | 0.08% | 121 |
|
2022
Q1 | $1.06M | Hold |
10,306
| – | – | 0.09% | 112 |
|
2021
Q4 | $1.18M | Sell |
10,306
-550
| -5% | -$63.1K | 0.1% | 105 |
|
2021
Q3 | $1.1M | Sell |
10,856
-145
| -1% | -$14.7K | 0.1% | 104 |
|
2021
Q2 | $1.09M | Hold |
11,001
| – | – | 0.1% | 106 |
|
2021
Q1 | $964K | Sell |
11,001
-107
| -1% | -$9.38K | 0.1% | 116 |
|
2020
Q4 | $945K | Hold |
11,108
| – | – | 0.14% | 81 |
|
2020
Q3 | $836K | Hold |
11,108
| – | – | 0.1% | 111 |
|
2020
Q2 | $749K | Hold |
11,108
| – | – | 0.09% | 117 |
|
2020
Q1 | $567K | Buy |
11,108
+2,880
| +35% | +$147K | 0.09% | 122 |
|
2019
Q4 | $478K | Sell |
8,228
-1,480
| -15% | -$86K | 0.06% | 153 |
|
2019
Q3 | $493K | Buy |
9,708
+1,600
| +20% | +$81.3K | 0.07% | 143 |
|
2019
Q2 | $401K | Buy |
8,108
+440
| +6% | +$21.8K | 0.06% | 163 |
|
2019
Q1 | $365K | Buy |
+7,668
| New | +$365K | 0.05% | 163 |
|