9258 Wealth Management’s iShares US Technology ETF IYW Stock Holding History

9258 Wealth Management’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$249K	Hold	1,642	–	–	0.04%	303
2024 Q2	$247K	Hold	1,642	–	–	0.04%	292
2024 Q1	$222K	Hold	1,642	–	–	0.03%	313
2023 Q4	$202K	Buy	+1,642	New	+$186K	0.04%	307
2022 Q4	–	Sell	-3,114	Closed	-$228K	–	336
2022 Q3	$228K	Hold	3,114	–	–	0.06%	286
2022 Q2	$249K	Hold	3,114	–	–	0.06%	286
2022 Q1	$321K	Hold	3,114	–	–	0.07%	262
2021 Q4	$358K	Sell	3,114 -14	-0.4%	-$1.55K	0.08%	252
2021 Q3	$317K	Hold	3,128	–	–	0.08%	247
2021 Q2	$311K	Hold	3,128	–	–	0.08%	252
2021 Q1	$274K	Hold	3,128	–	–	0.08%	261
2020 Q4	$266K	Hold	3,128	–	–	0.09%	250
2020 Q3	$229K	Buy	+3,128	New	+$228K	0.09%	251

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

9258 Wealth Management's IYW Position: Q3 2024 in Review

9258 Wealth Management held its iShares US Technology ETF (IYW) position steady in Q3 2024 at 1,642 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #303.

9258 Wealth Management first reported a position in IYW in Q3 2020 and has held it in 13 quarters since. The position peaked at $358K in Q4 2021. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

9258 Wealth Management held 1,642 shares of iShares US Technology ETF worth $249K as of Q3 2024.
9258 Wealth Management left its iShares US Technology ETF share count unchanged in Q3 2024.
iShares US Technology ETF made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #303 holding.
9258 Wealth Management first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 13 quarters since.
9258 Wealth Management's iShares US Technology ETF position peaked at $358K in Q4 2021.
1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.