Patten 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 | $259K | Hold |
1,494
| – | – | 0.05% | 238 |
|
|
2025
Q1 | $210K | Sell |
1,494
-70
| -4% | -$9.83K | 0.05% | 248 |
|
|
2024
Q4 | $249K | Hold |
1,564
| – | – | 0.06% | 238 |
|
|
2024
Q3 | $237K | Hold |
1,564
| – | – | 0.05% | 238 |
|
|
2024
Q2 | $235K | Hold |
1,564
| – | – | 0.06% | 239 |
|
|
2024
Q1 | $211K | Buy |
+1,564
| New | +$211K | 0.05% | 237 |
|
|
2019
Q1 | – | Sell |
-1,900
| Closed | -$76K | – | 383 |
|
|
2018
Q4 | $76K | Sell |
1,900
-2,200
| -54% | -$88K | 0.04% | 239 |
|
|
2018
Q3 | $199K | Sell |
4,100
-200
| -5% | -$9.71K | 0.08% | 196 |
|
|
2018
Q2 | $192K | Hold |
4,300
| – | – | 0.08% | 192 |
|
|
2018
Q1 | $181K | Sell |
4,300
-400
| -9% | -$16.8K | 0.07% | 191 |
|
|
2017
Q4 | $191K | Hold |
4,700
| – | – | 0.08% | 195 |
|
|
2017
Q3 | $176K | Hold |
4,700
| – | – | 0.07% | 203 |
|
|
2017
Q2 | $172K | Sell |
4,700
-800
| -15% | -$29.3K | 0.07% | 206 |
|
|
2017
Q1 | $185K | Sell |
5,500
-100
| -2% | -$3.36K | 0.08% | 183 |
|
|
2016
Q4 | $179K | Hold |
5,600
| – | – | 0.08% | 183 |
|
|
2016
Q3 | $165K | Sell |
5,600
-500
| -8% | -$14.7K | 0.08% | 188 |
|
|
2016
Q2 | $161K | Sell |
6,100
-100
| -2% | -$2.63K | 0.08% | 186 |
|
|
2016
Q1 | $168K | Hold |
6,200
| – | – | 0.08% | 174 |
|
|
2015
Q4 | $166K | Hold |
6,200
| – | – | 0.08% | 176 |
|
|
2015
Q3 | $153K | Sell |
6,200
-400
| -6% | -$9.89K | 0.08% | 184 |
|
|
2015
Q2 | $173K | Buy |
+6,600
| New | +$173K | 0.08% | 180 |
|
|
2015
Q1 | – | Sell |
-6,600
| Closed | -$172K | – | 220 |
|
|
2014
Q4 | $172K | Buy |
+6,600
| New | +$172K | 0.08% | 175 |
|