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Advisor Partners II’s iShares US Technology ETF IYW Stock Holding History

Advisor Partners II’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
2023
Q3 		$691K Buy
6,588
+3,975
+152% +$432K 0.03% 593
2023
Q2 		$285K Sell
2,613
-1,125
-30% -$110K 0.01% 818
2023
Q1 		$347K Hold
3,738
– – 0.02% 669
2022
Q4 		$278K Hold
3,738
– – 0.02% 712
2022
Q3 		$274K Buy
+3,738
New +$317K 0.02% 644

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Partners II's IYW Position: Q3 2023 in Review

Advisor Partners II increased its iShares US Technology ETF (IYW) stake by 152% in Q3 2023, buying an estimated $432K and bringing the position to 6,588 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #593.

Advisor Partners II first reported a position in IYW in Q3 2022 and has held it in 5 quarters since. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

  • Advisor Partners II held 6,588 shares of iShares US Technology ETF worth $691K as of Q3 2023.
  • Advisor Partners II bought 3,975 iShares US Technology ETF shares in Q3 2023, an estimated $432K.
  • iShares US Technology ETF made up 0.03% of Advisor Partners II's portfolio in Q3 2023, its #593 holding.
  • Advisor Partners II first reported a position in iShares US Technology ETF in Q3 2022 and has held it in 5 quarters since.
  • 832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.