AlphaStar Capital Management’s iShares US Technology ETF IYW Stock Holding History

AlphaStar Capital 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 Q4	–	Sell	-3,211	Closed	-$487K	–	297
2024 Q3	$487K	Buy	3,211 +1,026	+47%	+$151K	0.04%	234
2024 Q2	$329K	Buy	+2,185	New	+$302K	0.03%	235
2021 Q4	–	Sell	-19,241	Closed	-$2.09M	–	399
2021 Q3	$2.09M	Buy	+19,241	New	+$2.01M	0.14%	119

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

AlphaStar Capital Management's IYW Position: Q4 2024 in Review

AlphaStar Capital Management sold out of iShares US Technology ETF (IYW) in Q4 2024, closing a stake of 3,211 shares — an estimated $487K sold.

AlphaStar Capital Management first reported a position in IYW in Q3 2021 and held it in 3 quarters. The position peaked at $2.09M in Q3 2021. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

AlphaStar Capital Management reported no remaining iShares US Technology ETF position as of Q4 2024 after selling out during the quarter.
AlphaStar Capital Management sold 3,211 iShares US Technology ETF shares in Q4 2024, an estimated $487K.
AlphaStar Capital Management first reported a position in iShares US Technology ETF in Q3 2021 and held it in 3 quarters.
AlphaStar Capital Management's iShares US Technology ETF position peaked at $2.09M in Q3 2021.
1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on AlphaStar Capital Management's 13F filing for Q4 2024, filed 28 Jan 2025.