Patten Group’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 | $293K | Hold |
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|
2025
Q2 | $259K | Hold |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $211K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $76K | Sell |
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|
2018
Q3 | $199K | Sell |
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|
2018
Q2 | $192K | Hold |
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|
2018
Q1 | $181K | Sell |
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|
2017
Q4 | $191K | Hold |
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|
2017
Q3 | $176K | Hold |
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|
2017
Q2 | $172K | Sell |
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|
2017
Q1 | $185K | Sell |
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|
2016
Q4 | $179K | Hold |
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|
2016
Q3 | $165K | Sell |
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|
2016
Q2 | $161K | Sell |
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|
2016
Q1 | $168K | Hold |
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|
2015
Q4 | $166K | Hold |
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|
2015
Q3 | $153K | Sell |
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|
2015
Q2 | $173K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $172K | Buy |
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