Patten & Patten’s iShares US Technology ETF IYW Stock Holding History

Patten & Patten’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.7M	Sell
2025 Q1	$1.41M	Hold
2024 Q4	$1.6M	Sell
2024 Q3	$1.53M	Sell
2024 Q2	$1.54M	Sell
2024 Q1	$1.39M	Sell
2023 Q4	$1.27M	Sell
2023 Q3	$1.1M	Sell
2023 Q2	$1.16M	Hold
2023 Q1	$989K	Sell
2022 Q4	$913K	Hold
2022 Q3	$899K	Sell
2022 Q2	$984K	Sell
2022 Q1	$1.29M	Hold
2021 Q4	$1.44M	Hold
2021 Q3	$1.27M	Hold
2021 Q2	$1.25M	Sell
2021 Q1	$1.23M	Sell
2020 Q4	$1.21M	Sell
2020 Q3	$1.08M	Sell
2020 Q2	$1.05M	Hold
2020 Q1	$795K	Hold
2019 Q4	$905K	Hold
2019 Q3	$794K	Sell
2019 Q2	$780K	Hold
2019 Q1	$751K	Hold
2018 Q4	$630K	Buy
2018 Q3	$758K	Hold
2018 Q2	$696K	Hold
2018 Q1	$657K	Hold
2017 Q4	$636K	Hold
2017 Q3	$585K	Buy
2017 Q2	$532K	Buy
2017 Q1	$450K	Hold
2016 Q4	$400K	Sell
2016 Q3	$409K	Hold
2016 Q2	$362K	Sell
2016 Q1	$397K	Hold
2015 Q4	$392K	Hold
2015 Q3	$362K	Sell
2015 Q2	$404K	Hold
2015 Q1	$405K	Hold
2014 Q4	$403K	Hold
2014 Q3	$389K	Hold
2014 Q2	$374K	Sell
2014 Q1	$474K	Hold
2013 Q4	$461K	Hold
2013 Q3	$411K	Buy
2013 Q2	$380K	Buy