Alaska Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Alaska Wealth Advisors’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 Q4	–	Sell	-160	Closed	-$24.3K	–	81
2024 Q3	$24.3K	Hold	160	–	–	﹤0.01%	100
2024 Q2	$24.1K	Hold	160	–	–	﹤0.01%	96
2024 Q1	$21.6K	Hold	160	–	–	﹤0.01%	94
2023 Q4	$19.6K	Hold	160	–	–	﹤0.01%	93
2023 Q3	$16.8K	Hold	160	–	–	﹤0.01%	90
2023 Q2	$17.4K	Hold	160	–	–	﹤0.01%	97
2023 Q1	$14.8K	Buy	+160	New	+$13.4K	﹤0.01%	89

Other funds holding IYW

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alaska Wealth Advisors's IYW Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q4 2024, closing a stake of 160 shares — an estimated $24.3K sold.

Alaska Wealth Advisors first reported a position in IYW in Q1 2023 and held it in 7 quarters. The position peaked at $24.3K in Q3 2024. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

Alaska Wealth Advisors reported no remaining iShares US Technology ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 160 iShares US Technology ETF shares in Q4 2024, an estimated $24.3K.
Alaska Wealth Advisors first reported a position in iShares US Technology ETF in Q1 2023 and held it in 7 quarters.
Alaska Wealth Advisors's iShares US Technology ETF position peaked at $24.3K in Q3 2024.
1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.