Private Wealth Advisors (Pennsylvania)’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
2019
Q3
Sell
-16,060
Closed -$795K 140
2019
Q2
$795K Hold
16,060
0.28% 83
2019
Q1
$765K Hold
16,060
0.29% 83
2018
Q4
$642K Sell
16,060
-2,868
-15% -$124K 0.28% 84
2018
Q3
$918K Sell
18,928
-260
-1% -$12.3K 0.34% 74
2018
Q2
$855K Sell
19,188
-80
-0.4% -$3.54K 0.34% 73
2018
Q1
$810K Sell
19,268
-1,612
-8% -$69.4K 0.32% 77
2017
Q4
$850K Sell
20,880
-688
-3% -$27.6K 0.33% 80
2017
Q3
$808K Sell
21,568
-96
-0.4% -$3.52K 0.33% 79
2017
Q2
$757K Sell
21,664
-1,860
-8% -$65.2K 0.32% 78
2017
Q1
$795K Sell
23,524
-660
-3% -$21.4K 0.36% 73
2016
Q4
$727K Sell
24,184
-1,120
-4% -$33.4K 0.34% 73
2016
Q3
$753K Sell
25,304
-100
-0.4% -$2.87K 0.36% 74
2016
Q2
$669K Sell
25,404
-596
-2% -$15.7K 0.33% 77
2016
Q1
$705K Buy
26,000
+1,656
+7% +$41.8K 0.38% 73
2015
Q4
$651K Sell
24,344
-13,556
-36% -$365K 0.37% 71
2015
Q3
$937K Buy
37,900
+436
+1% +$11.3K 0.47% 61
2015
Q2
$980K Sell
37,464
-3,040
-8% -$82K 0.45% 66
2015
Q1
$1.06M Sell
40,504
-784
-2% -$20.6K 0.5% 64
2014
Q4
$1.08M Buy
41,288
+1,924
+5% +$49.1K 0.52% 60
2014
Q3
$992K Buy
39,364
+272
+0.7% +$6.79K 0.52% 63
2014
Q2
$947K Sell
39,092
-200
-0.5% -$4.62K 0.49% 65
2014
Q1
$894K Sell
39,292
-1,132
-3% -$25.3K 0.49% 65
2013
Q4
$894K Sell
40,424
-5,396
-12% -$112K 0.49% 64
2013
Q3
$903K Sell
45,820
-2,584
-5% -$50.2K 0.53% 61
2013
Q2
$891K Buy
+48,404
New +$899K 0.55% 58

Other funds holding IYW