Pinnacle Family Advisors’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 | $331K | Sell |
1,911
-152
| -7% | -$26.3K | 0.16% | 91 |
|
|
2025
Q1 | $290K | Buy |
2,063
+332
| +19% | +$46.6K | 0.16% | 90 |
|
|
2024
Q4 | $276K | Sell |
1,731
-256
| -13% | -$40.8K | 0.13% | 95 |
|
|
2024
Q3 | $301K | Sell |
1,987
-109
| -5% | -$16.5K | 0.16% | 101 |
|
|
2024
Q2 | $315K | Sell |
2,096
-11,045
| -84% | -$1.66M | 0.17% | 86 |
|
|
2024
Q1 | $1.77M | Buy |
13,141
+7
| +0.1% | +$945 | 0.95% | 22 |
|
|
2023
Q4 | $1.61M | Buy |
13,134
+349
| +3% | +$42.8K | 0.95% | 24 |
|
|
2023
Q3 | $1.34M | Sell |
12,785
-2,045
| -14% | -$215K | 0.77% | 22 |
|
|
2023
Q2 | $1.61M | Sell |
14,830
-732
| -5% | -$79.7K | 0.87% | 20 |
|
|
2023
Q1 | $1.44M | Buy |
15,562
+12,465
| +402% | +$1.16M | 0.88% | 26 |
|
|
2022
Q4 | $231K | Buy |
+3,097
| New | +$231K | 0.16% | 84 |
|
|
2022
Q2 | – | Sell |
-3,349
| Closed | -$345K | – | 104 |
|
|
2022
Q1 | $345K | Sell |
3,349
-828
| -20% | -$85.3K | 0.18% | 89 |
|
|
2021
Q4 | $480K | Sell |
4,177
-11,408
| -73% | -$1.31M | 0.22% | 66 |
|
|
2021
Q3 | $1.58M | Buy |
15,585
+13,014
| +506% | +$1.32M | 0.71% | 30 |
|
|
2021
Q2 | $256K | Buy |
2,571
+199
| +8% | +$19.8K | 0.11% | 113 |
|
|
2021
Q1 | $208K | Hold |
2,372
| – | – | 0.11% | 116 |
|
|
2020
Q4 | $202K | Sell |
2,372
-932
| -28% | -$79.4K | 0.12% | 124 |
|
|
2020
Q3 | $249K | Sell |
3,304
-3,900
| -54% | -$294K | 0.17% | 62 |
|
|
2020
Q2 | $483K | Sell |
7,204
-31,684
| -81% | -$2.12M | 0.42% | 41 |
|
|
2020
Q1 | $1.99M | Buy |
38,888
+5,300
| +16% | +$271K | 2.39% | 13 |
|
|
2019
Q4 | $1.95M | Sell |
33,588
-5,212
| -13% | -$303K | 1.76% | 12 |
|
|
2019
Q3 | $1.98M | Buy |
+38,800
| New | +$1.98M | 1.75% | 12 |
|
|
2018
Q4 | – | Sell |
-122,712
| Closed | -$5.95M | – | 68 |
|
|
2018
Q3 | $5.95M | Buy |
+122,712
| New | +$5.95M | 3.14% | 8 |
|
|
2018
Q1 | – | Sell |
-139,852
| Closed | -$5.69M | – | 73 |
|
|
2017
Q4 | $5.69M | Buy |
139,852
+59,620
| +74% | +$2.43M | 2.62% | 15 |
|
|
2017
Q3 | $3.01M | Buy |
80,232
+49,500
| +161% | +$1.86M | 1.41% | 21 |
|
|
2017
Q2 | $1.07M | Buy |
30,732
+1,092
| +4% | +$38.1K | 0.6% | 37 |
|
|
2017
Q1 | $1M | Buy |
+29,640
| New | +$1M | 0.62% | 28 |
|