Principle Wealth Partners’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 | $2.01M | Sell |
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|
2025
Q1 | $1.67M | Hold |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $1.91M | Hold |
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|
2024
Q2 | $1.9M | Hold |
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|
2024
Q1 | $1.7M | Hold |
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|
2023
Q4 | $1.55M | Hold |
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|
2023
Q3 | $1.32M | Hold |
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|
2023
Q2 | $1.37M | Hold |
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|
2023
Q1 | $1.17M | Hold |
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|
2022
Q4 | $938K | Hold |
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|
2022
Q3 | $924 | Hold |
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|
2022
Q2 | $1.01M | Hold |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.45M | Hold |
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|
2021
Q3 | $1.28M | Hold |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $922K | Hold |
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|
2020
Q2 | $827K | Hold |
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|
2020
Q1 | $626K | Hold |
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|
2019
Q4 | $713K | Hold |
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|
2019
Q3 | $626K | Hold |
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|
2019
Q2 | $606K | Buy |
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|
2019
Q1 | $279K | Hold |
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|
2018
Q4 | $234K | Buy |
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