PFA
Pettinga Financial 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 | $15.4M | Buy |
89,073
+19,172
| +27% | +$3.32M | 3.38% | 9 |
|
|
2025
Q1 | $9.82M | Sell |
69,901
-1,315
| -2% | -$185K | 2.31% | 11 |
|
|
2024
Q4 | $11.4M | Sell |
71,216
-4,731
| -6% | -$755K | 2.57% | 11 |
|
|
2024
Q3 | $11.5M | Buy |
75,947
+2,782
| +4% | +$422K | 2.73% | 10 |
|
|
2024
Q2 | $11M | Buy |
73,165
+1,685
| +2% | +$254K | 2.76% | 9 |
|
|
2024
Q1 | $9.65M | Buy |
71,480
+2,555
| +4% | +$345K | 2.46% | 12 |
|
|
2023
Q4 | $8.46M | Buy |
68,925
+15,960
| +30% | +$1.96M | 2.27% | 11 |
|
|
2023
Q3 | $5.56M | Sell |
52,965
-62,353
| -54% | -$6.54M | 1.68% | 15 |
|
|
2023
Q2 | $12.6M | Sell |
115,318
-988
| -0.8% | -$108K | 3.73% | 8 |
|
|
2023
Q1 | $10.8M | Buy |
116,306
+37,219
| +47% | +$3.45M | 3.37% | 9 |
|
|
2022
Q4 | $5.89M | Buy |
+79,087
| New | +$5.89M | 1.92% | 14 |
|