Pettyjohn Wood & White’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Sell |
32,000
-625
| -2% | -$108K | 0.99% | 30 |
|
|
2025
Q1 | $4.58M | Sell |
32,625
-832
| -2% | -$117K | 0.88% | 33 |
|
|
2024
Q4 | $5.34M | Sell |
33,457
-125
| -0.4% | -$19.9K | 0.98% | 31 |
|
|
2024
Q3 | $5.09M | Sell |
33,582
-100
| -0.3% | -$15.2K | 0.94% | 34 |
|
|
2024
Q2 | $5.07M | Buy |
33,682
+66
| +0.2% | +$9.93K | 0.98% | 30 |
|
|
2024
Q1 | $4.54M | Sell |
33,616
-314
| -0.9% | -$42.4K | 0.9% | 33 |
|
|
2023
Q4 | $4.16M | Sell |
33,930
-327
| -1% | -$40.1K | 0.9% | 35 |
|
|
2023
Q3 | $3.59M | Sell |
34,257
-412
| -1% | -$43.2K | 0.85% | 35 |
|
|
2023
Q2 | $3.77M | Sell |
34,669
-283
| -0.8% | -$30.8K | 0.87% | 34 |
|
|
2023
Q1 | $3.24M | Sell |
34,952
-525
| -1% | -$48.7K | 0.79% | 37 |
|
|
2022
Q4 | $2.64M | Sell |
35,477
-225
| -0.6% | -$16.8K | 0.66% | 45 |
|
|
2022
Q3 | $2.62M | Sell |
35,702
-325
| -0.9% | -$23.8K | 0.7% | 46 |
|
|
2022
Q2 | $2.88M | Sell |
36,027
-165
| -0.5% | -$13.2K | 0.68% | 48 |
|
|
2022
Q1 | $3.73M | Sell |
36,192
-2,098
| -5% | -$216K | 0.8% | 41 |
|
|
2021
Q4 | $4.4M | Sell |
38,290
-2,750
| -7% | -$316K | 0.91% | 40 |
|
|
2021
Q3 | $4.16M | Sell |
41,040
-363
| -0.9% | -$36.8K | 0.92% | 41 |
|
|
2021
Q2 | $4.12M | Sell |
41,403
-2,385
| -5% | -$237K | 0.92% | 39 |
|
|
2021
Q1 | $3.84M | Sell |
43,788
-852
| -2% | -$74.7K | 0.91% | 39 |
|
|
2020
Q4 | $3.8M | Sell |
44,640
-1,200
| -3% | -$102K | 0.97% | 38 |
|
|
2020
Q3 | $3.45M | Sell |
45,840
-1,740
| -4% | -$131K | 1.01% | 35 |
|
|
2020
Q2 | $3.21M | Sell |
47,580
-600
| -1% | -$40.5K | 1.03% | 36 |
|
|
2020
Q1 | $2.46M | Sell |
48,180
-5,420
| -10% | -$277K | 0.92% | 41 |
|
|
2019
Q4 | $3.12M | Hold |
53,600
| – | – | 0.9% | 40 |
|
|
2019
Q3 | $2.74M | Sell |
53,600
-1,700
| -3% | -$86.8K | 0.83% | 41 |
|
|
2019
Q2 | $2.74M | Sell |
55,300
-400
| -0.7% | -$19.8K | 0.85% | 41 |
|
|
2019
Q1 | $2.65M | Hold |
55,700
| – | – | 0.86% | 40 |
|
|
2018
Q4 | $2.23M | Buy |
55,700
+500
| +0.9% | +$20K | 0.82% | 42 |
|
|
2018
Q3 | $2.68M | Buy |
55,200
+300
| +0.5% | +$14.5K | 0.87% | 39 |
|
|
2018
Q2 | $2.45M | Sell |
54,900
-600
| -1% | -$26.7K | 0.85% | 42 |
|
|
2018
Q1 | $2.33M | Buy |
55,500
+800
| +1% | +$33.6K | 0.84% | 43 |
|
|
2017
Q4 | $2.23M | Sell |
54,700
-1,600
| -3% | -$65.1K | 0.8% | 46 |
|
|
2017
Q3 | $2.11M | Sell |
56,300
-2,000
| -3% | -$75K | 0.78% | 46 |
|
|
2017
Q2 | $2.04M | Sell |
58,300
-5,700
| -9% | -$199K | 0.75% | 47 |
|
|
2017
Q1 | $2.16M | Buy |
64,000
+400
| +0.6% | +$13.5K | 0.8% | 45 |
|
|
2016
Q4 | $1.91M | Sell |
63,600
-1,600
| -2% | -$48.1K | 0.74% | 47 |
|
|
2016
Q3 | $1.94M | Sell |
65,200
-200
| -0.3% | -$5.95K | 0.92% | 37 |
|
|
2016
Q2 | $1.72M | Sell |
65,400
-800
| -1% | -$21.1K | 0.68% | 51 |
|
|
2016
Q1 | $1.8M | Sell |
66,200
-900
| -1% | -$24.4K | 0.73% | 49 |
|
|
2015
Q4 | $1.8M | Sell |
67,100
-600
| -0.9% | -$16.1K | 0.76% | 49 |
|
|
2015
Q3 | $1.67M | Sell |
67,700
-500
| -0.7% | -$12.4K | 0.77% | 46 |
|
|
2015
Q2 | $1.79M | Sell |
68,200
-2,000
| -3% | -$52.3K | 0.75% | 47 |
|
|
2015
Q1 | $1.84M | Sell |
70,200
-8,608
| -11% | -$226K | 0.76% | 49 |
|
|
2014
Q4 | $2.06M | Buy |
78,808
+1,564
| +2% | +$40.8K | 0.85% | 44 |
|
|
2014
Q3 | $1.95M | Buy |
77,244
+24,152
| +45% | +$608K | 0.84% | 43 |
|
|
2014
Q2 | $1.29M | Sell |
53,092
-3,180
| -6% | -$77K | 0.56% | 58 |
|
|
2014
Q1 | $1.28M | Buy |
56,272
+8,472
| +18% | +$193K | 0.59% | 57 |
|
|
2013
Q4 | $1.06M | Sell |
47,800
-1,600
| -3% | -$35.4K | 0.62% | 57 |
|
|
2013
Q3 | $973K | Sell |
49,400
-800
| -2% | -$15.8K | 0.6% | 56 |
|
|
2013
Q2 | $924K | Buy |
+50,200
| New | +$924K | 0.58% | 56 |
|