Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $290K | Buy |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $480K | Sell |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $256K | Buy |
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|
2021
Q1 | $208K | Hold |
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|
2020
Q4 | $202K | Sell |
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|
2020
Q3 | $249K | Sell |
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|
2020
Q2 | $483K | Sell |
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|
2020
Q1 | $1.99M | Buy |
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|
2019
Q4 | $1.95M | Sell |
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|
2019
Q3 | $1.98M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5.95M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5.69M | Buy |
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|
2017
Q3 | $3.01M | Buy |
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|
2017
Q2 | $1.07M | Buy |
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|
2017
Q1 | $1M | Buy |
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