Anchor Pointe Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Anchor Pointe Wealth 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	$748K	Buy	+4,647	New	+$735K	0.97%	32

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Anchor Pointe Wealth Management's IYW Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q4 2024: 4,647 shares worth $748K. The stake represents 0.97% of the portfolio and ranks #32 among its holdings.

1,150 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

Anchor Pointe Wealth Management held 4,647 shares of iShares US Technology ETF worth $748K as of Q4 2024.
iShares US Technology ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares US Technology ETF made up 0.97% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #32 holding.
1,150 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.