PAMG
Patton Albertson Miller Group’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
113,957
+11,256
| +11% | +$1.95M | 2.6% | 6 |
|
|
2025
Q1 | $14.4M | Buy |
102,701
+23,028
| +29% | +$3.23M | 2.14% | 5 |
|
|
2024
Q4 | $12.7M | Buy |
79,673
+16,666
| +26% | +$2.66M | 1.7% | 8 |
|
|
2024
Q3 | $9.55M | Buy |
63,007
+9,886
| +19% | +$1.5M | 1.3% | 16 |
|
|
2024
Q2 | $7.99M | Buy |
53,121
+12,479
| +31% | +$1.88M | 1.14% | 22 |
|
|
2024
Q1 | $5.49M | Buy |
40,642
+26,787
| +193% | +$3.62M | 0.82% | 53 |
|
|
2023
Q4 | $1.7M | Buy |
13,855
+542
| +4% | +$66.5K | 0.28% | 88 |
|
|
2023
Q3 | $1.4M | Buy |
13,313
+1,497
| +13% | +$157K | 0.27% | 98 |
|
|
2023
Q2 | $1.29M | Buy |
11,816
+9,111
| +337% | +$992K | 0.25% | 100 |
|
|
2023
Q1 | $251K | Buy |
+2,705
| New | +$251K | 0.05% | 193 |
|