Pinnacle Financial Partners’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
Q1
$394K Hold
2,805
0.01% 353
2024
Q4
$447K Sell
2,805
-235
-8% -$37.5K 0.01% 333
2024
Q3
$461K Hold
3,040
0.01% 330
2024
Q2
$458K Sell
3,040
-151
-5% -$22.7K 0.01% 329
2024
Q1
$431K Sell
3,191
-2
-0.1% -$270 0.01% 335
2023
Q4
$392K Buy
+3,193
New +$392K 0.01% 332