Pinnacle Associates’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
2026 Q1	$3.39M	Sell	18,708 -139	-0.7%	-$26.9K	0.04%	319
2025 Q4	$3.76M	Sell	18,847 -200	-1%	-$40K	0.05%	286
2025 Q3	$3.73M	Sell	19,047 -100	-0.5%	-$18.3K	0.05%	291
2025 Q2	$3.32M	Buy	19,147 +201	+1%	+$30.5K	0.05%	307
2025 Q1	$2.66M	Buy	18,946 +283	+2%	+$44.1K	0.04%	330
2024 Q4	$2.98M	Buy	18,663 +45	+0.2%	+$7.12K	0.04%	311
2024 Q3	$2.29M	Sell	18,618 -30	-0.2%	-$4.41K	0.04%	350
2024 Q2	$2.81M	Buy	18,648 +30	+0.2%	+$4.15K	0.04%	312
2024 Q1	$2.51M	Hold	18,618	–	–	0.04%	338
2023 Q4	$2.29M	Sell	18,618 -305	-2%	-$34.5K	0.04%	354
2023 Q3	$1.99M	Sell	18,923 -100	-0.5%	-$10.9K	0.04%	355
2023 Q2	$2.07M	Hold	19,023	–	–	0.04%	353
2023 Q1	$1.77M	Sell	19,023 -100	-0.5%	-$8.39K	0.04%	321
2022 Q4	$1.42M	Buy	19,123 +150	+0.8%	+$11.5K	0.03%	349
2022 Q3	$1.39M	Hold	18,973	–	–	0.03%	337
2022 Q2	$1.52M	Sell	18,973 -658	-3%	-$58.2K	0.03%	340
2022 Q1	$2.02M	Sell	19,631 -1,580	-7%	-$161K	0.04%	344
2021 Q4	$2.44M	Sell	21,211 -50	-0.2%	-$5.55K	0.04%	320
2021 Q3	$2.15M	Sell	21,261 -305	-1%	-$31.8K	0.04%	330
2021 Q2	$2.14M	Buy	21,566 +350	+2%	+$32.6K	0.04%	326
2021 Q1	$1.86M	Hold	21,216	–	–	0.04%	330
2020 Q4	$1.8M	Sell	21,216 -12	-0.1%	-$959	0.04%	318
2020 Q3	$1.6M	Sell	21,228 -440	-2%	-$32.1K	0.04%	309
2020 Q2	$1.46M	Buy	21,668 +5,132	+31%	+$310K	0.04%	315
2020 Q1	$845K	Buy	+16,536	New	+$958K	0.03%	362