PIA
Perennial Investment Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8M | Buy |
148,940
+14,186
| +11% | +$2.46M | 2.49% | 8 |
|
|
2025
Q1 | $18.9M | Buy |
134,754
+23,388
| +21% | +$3.29M | 2.13% | 10 |
|
|
2024
Q4 | $17.8M | Buy |
111,366
+34,083
| +44% | +$5.44M | 2.09% | 8 |
|
|
2024
Q3 | $11.7M | Buy |
77,283
+7,744
| +11% | +$1.17M | 1.52% | 14 |
|
|
2024
Q2 | $10.5M | Buy |
69,539
+5,406
| +8% | +$814K | 1.49% | 14 |
|
|
2024
Q1 | $8.67M | Buy |
64,133
+17,767
| +38% | +$2.4M | 1.32% | 14 |
|
|
2023
Q4 | $5.7M | Buy |
46,366
+10,346
| +29% | +$1.27M | 0.94% | 22 |
|
|
2023
Q3 | $3.78M | Sell |
36,020
-1,441
| -4% | -$151K | 0.68% | 35 |
|
|
2023
Q2 | $4.08M | Buy |
37,461
+5,153
| +16% | +$561K | 0.72% | 32 |
|
|
2023
Q1 | $3M | Buy |
32,308
+13,888
| +75% | +$1.29M | 0.56% | 41 |
|
|
2022
Q4 | $1.37M | Buy |
18,420
+6,804
| +59% | +$507K | 0.56% | 38 |
|
|
2022
Q3 | $852K | Buy |
+11,616
| New | +$852K | 0.39% | 51 |
|