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Almanack Investment Partners’s iShares US Technology ETF IYW Stock Holding History

Almanack Investment Partners’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
Q2 		– Sell
-3,214
Closed -$434K – 184
2024
Q1 		$434K Sell
3,214
-199
-6% -$25.9K 0.07% 113
2023
Q4 		$419K Buy
+3,413
New +$387K 0.08% 102
2023
Q3 		– Sell
-1,955
Closed -$213K – 174
2023
Q2 		$213K Buy
+1,955
New +$192K 0.04% 157
2022
Q4 		– Sell
-3,940
Closed -$289K – 690
2022
Q3 		$289K Buy
3,940
+1,408
+56% +$119K 0.06% 109
2022
Q2 		$202K Sell
2,532
-160
-6% -$14.2K 0.02% 408
2022
Q1 		$277K Sell
2,692
-337
-11% -$34.4K 0.02% 377
2021
Q4 		$348K Sell
3,029
-285
-9% -$31.6K 0.03% 338
2021
Q3 		$336K Buy
+3,314
New +$346K 0.03% 343
2019
Q3 		– Sell
-2,616
Closed -$129K – 272
2019
Q2 		$129K Buy
+2,616
New +$128K 0.03% 233
2019
Q1 		– Sell
-2,944
Closed -$118K – 175
2018
Q4 		$118K Sell
2,944
-720
-20% -$31.2K 0.03% 215
2018
Q3 		$166K Sell
3,664
-3,612
-50% -$171K 0.04% 201
2018
Q2 		$324K Buy
7,276
+3,092
+74% +$137K 0.15% 72
2018
Q1 		$176K Sell
4,184
-1,432
-25% -$61.7K 0.07% 121
2017
Q4 		$228K Buy
5,616
+248
+5% +$9.94K 0.09% 105
2017
Q3 		$201K Buy
+5,368
New +$197K 0.1% 95

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

Almanack Investment Partners's IYW Position: Q2 2024 in Review

Almanack Investment Partners sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 3,214 shares — an estimated $434K sold.

Almanack Investment Partners first reported a position in IYW in Q3 2017 and held it in 15 quarters. The position peaked at $434K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

  • Almanack Investment Partners reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Almanack Investment Partners sold 3,214 iShares US Technology ETF shares in Q2 2024, an estimated $434K.
  • Almanack Investment Partners first reported a position in iShares US Technology ETF in Q3 2017 and held it in 15 quarters.
  • Almanack Investment Partners's iShares US Technology ETF position peaked at $434K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Almanack Investment Partners's 13F filing for Q2 2024, filed 9 Aug 2024.