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 |
|