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Abundance Wealth Counselors’s iShares US Technology ETF IYW Stock Holding History

Abundance Wealth Counselors’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
Q1 		– Sell
-1,668
Closed -$205K – 143
2023
Q4 		$205K Sell
1,668
-294
-15% -$33.3K 0.05% 132
2023
Q3 		$206K Buy
+1,962
New +$213K 0.06% 122
2023
Q2 		– Sell
-3,614
Closed -$335K – 105
2023
Q1 		$335K Sell
3,614
-220
-6% -$18.5K 0.08% 119
2022
Q4 		$286K Sell
3,834
-187
-5% -$14.3K 0.08% 118
2022
Q3 		$295K Sell
4,021
-184
-4% -$15.6K 0.08% 108
2022
Q2 		$336K Sell
4,205
-343
-8% -$30.4K 0.09% 108
2022
Q1 		$469K Sell
4,548
-1,224
-21% -$125K 0.13% 92
2021
Q4 		$663K Buy
+5,772
New +$641K 0.17% 70
2021
Q3 		– Sell
-6,393
Closed -$635K – 81
2021
Q2 		$635K Sell
6,393
-777
-11% -$72.5K 0.16% 66
2021
Q1 		$629K Sell
7,170
-5,930
-45% -$520K 0.16% 65
2020
Q4 		$1.11M Sell
13,100
-184
-1% -$14.7K 0.28% 27
2020
Q3 		$1M Hold
13,284
– – 0.29% 26
2020
Q2 		$896K Buy
13,284
+60
+0.5% +$3.62K 0.27% 29
2020
Q1 		$676K Sell
13,224
-84
-0.6% -$4.87K 0.23% 16
2019
Q4 		$774K Hold
13,308
– – 0.22% 16
2019
Q3 		$679K Hold
13,308
– – 0.21% 15
2019
Q2 		$658K Sell
13,308
-56
-0.4% -$2.74K 0.2% 15
2019
Q1 		$637K Sell
13,364
-3,536
-21% -$157K 0.21% 14
2018
Q4 		$676K Buy
+16,900
New +$732K 0.25% 15

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Abundance Wealth Counselors's IYW Position: Q1 2024 in Review

Abundance Wealth Counselors sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 1,668 shares — an estimated $205K sold.

Abundance Wealth Counselors first reported a position in IYW in Q4 2018 and held it in 19 quarters. The position peaked at $1.11M in Q4 2020. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • Abundance Wealth Counselors reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Abundance Wealth Counselors sold 1,668 iShares US Technology ETF shares in Q1 2024, an estimated $205K.
  • Abundance Wealth Counselors first reported a position in iShares US Technology ETF in Q4 2018 and held it in 19 quarters.
  • Abundance Wealth Counselors's iShares US Technology ETF position peaked at $1.11M in Q4 2020.
  • 972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Abundance Wealth Counselors's 13F filing for Q1 2024, filed 19 Apr 2024.