Principle Wealth Partners’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
11,588
-274
| -2% | -$47.5K | 0.13% | 121 |
|
|
2025
Q1 | $1.67M | Hold |
11,862
| – | – | 0.12% | 127 |
|
|
2024
Q4 | $1.89M | Sell |
11,862
-730
| -6% | -$116K | 0.13% | 122 |
|
|
2024
Q3 | $1.91M | Hold |
12,592
| – | – | 0.14% | 124 |
|
|
2024
Q2 | $1.9M | Hold |
12,592
| – | – | 0.14% | 124 |
|
|
2024
Q1 | $1.7M | Hold |
12,592
| – | – | 0.13% | 130 |
|
|
2023
Q4 | $1.55M | Hold |
12,592
| – | – | 0.13% | 131 |
|
|
2023
Q3 | $1.32M | Hold |
12,592
| – | – | 0.13% | 131 |
|
|
2023
Q2 | $1.37M | Hold |
12,592
| – | – | 0.14% | 122 |
|
|
2023
Q1 | $1.17M | Hold |
12,592
| – | – | 0.12% | 127 |
|
|
2022
Q4 | $938K | Hold |
12,592
| – | – | 0.11% | 138 |
|
|
2022
Q3 | $924 | Hold |
12,592
| – | – | 0.09% | 125 |
|
|
2022
Q2 | $1.01M | Hold |
12,592
| – | – | 0.12% | 133 |
|
|
2022
Q1 | $1.3M | Sell |
12,592
-40
| -0.3% | -$4.12K | 0.14% | 119 |
|
|
2021
Q4 | $1.45M | Hold |
12,632
| – | – | 0.15% | 111 |
|
|
2021
Q3 | $1.28M | Hold |
12,632
| – | – | 0.15% | 115 |
|
|
2021
Q2 | $1.26M | Sell |
12,632
-216
| -2% | -$21.5K | 0.14% | 116 |
|
|
2021
Q1 | $1.13M | Sell |
12,848
-468
| -4% | -$41.1K | 0.13% | 118 |
|
|
2020
Q4 | $1.13M | Buy |
13,316
+1,060
| +9% | +$90.2K | 0.15% | 113 |
|
|
2020
Q3 | $922K | Hold |
12,256
| – | – | 0.26% | 54 |
|
|
2020
Q2 | $827K | Hold |
12,256
| – | – | 0.24% | 58 |
|
|
2020
Q1 | $626K | Hold |
12,256
| – | – | 0.23% | 65 |
|
|
2019
Q4 | $713K | Hold |
12,256
| – | – | 0.23% | 77 |
|
|
2019
Q3 | $626K | Hold |
12,256
| – | – | 0.22% | 82 |
|
|
2019
Q2 | $606K | Buy |
12,256
+6,400
| +109% | +$316K | 0.31% | 60 |
|
|
2019
Q1 | $279K | Hold |
5,856
| – | – | 0.16% | 102 |
|
|
2018
Q4 | $234K | Buy |
+5,856
| New | +$234K | 0.2% | 99 |
|