Pinnacle Associates’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 | $3.32M | Buy |
19,147
+201
| +1% | +$34.8K | 0.05% | 307 |
|
2025
Q1 | $2.66M | Buy |
18,946
+283
| +2% | +$39.7K | 0.04% | 330 |
|
2024
Q4 | $2.98M | Buy |
18,663
+45
| +0.2% | +$7.18K | 0.04% | 311 |
|
2024
Q3 | $2.29M | Sell |
18,618
-30
| -0.2% | -$3.68K | 0.04% | 350 |
|
2024
Q2 | $2.81M | Buy |
18,648
+30
| +0.2% | +$4.52K | 0.04% | 312 |
|
2024
Q1 | $2.51M | Hold |
18,618
| – | – | 0.04% | 338 |
|
2023
Q4 | $2.29M | Sell |
18,618
-305
| -2% | -$37.4K | 0.04% | 354 |
|
2023
Q3 | $1.99M | Sell |
18,923
-100
| -0.5% | -$10.5K | 0.04% | 355 |
|
2023
Q2 | $2.07M | Hold |
19,023
| – | – | 0.04% | 353 |
|
2023
Q1 | $1.77M | Sell |
19,023
-100
| -0.5% | -$9.28K | 0.04% | 321 |
|
2022
Q4 | $1.42M | Buy |
19,123
+150
| +0.8% | +$11.2K | 0.03% | 349 |
|
2022
Q3 | $1.39M | Hold |
18,973
| – | – | 0.03% | 337 |
|
2022
Q2 | $1.52M | Sell |
18,973
-658
| -3% | -$52.6K | 0.03% | 340 |
|
2022
Q1 | $2.02M | Sell |
19,631
-1,580
| -7% | -$163K | 0.04% | 344 |
|
2021
Q4 | $2.44M | Sell |
21,211
-50
| -0.2% | -$5.74K | 0.04% | 320 |
|
2021
Q3 | $2.15M | Sell |
21,261
-305
| -1% | -$30.9K | 0.04% | 330 |
|
2021
Q2 | $2.14M | Buy |
21,566
+350
| +2% | +$34.8K | 0.04% | 326 |
|
2021
Q1 | $1.86M | Hold |
21,216
| – | – | 0.04% | 330 |
|
2020
Q4 | $1.81M | Sell |
21,216
-12
| -0.1% | -$1.02K | 0.04% | 318 |
|
2020
Q3 | $1.6M | Sell |
21,228
-440
| -2% | -$33.1K | 0.04% | 309 |
|
2020
Q2 | $1.46M | Buy |
21,668
+5,132
| +31% | +$346K | 0.04% | 315 |
|
2020
Q1 | $845K | Buy |
+16,536
| New | +$845K | 0.03% | 362 |
|