Perennial Investment Advisors’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
Q2 | $25.8M | Buy |
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2025
Q1 | $18.9M | Buy |
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|
2024
Q4 | $17.8M | Buy |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $10.5M | Buy |
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|
2024
Q1 | $8.67M | Buy |
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|
2023
Q4 | $5.7M | Buy |
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|
2023
Q3 | $3.78M | Sell |
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|
2023
Q2 | $4.08M | Buy |
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|
2023
Q1 | $3M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $852K | Buy |
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