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

Aspire 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 Q3	$637K	Sell	4,204 -447	-10%	-$65.7K	0.34%	53
2024 Q2	$700K	Sell	4,651 -1	-0%	-$138	0.4%	51
2024 Q1	$628K	Buy	4,652 +1,167	+33%	+$152K	0.38%	54
2023 Q4	$428K	Sell	3,485 -2	-0.1%	-$227	0.29%	59
2023 Q3	$366K	Sell	3,487 -3,184	-48%	-$346K	0.28%	60
2023 Q2	$726K	Buy	6,671 +97	+1%	+$9.53K	0.55%	42
2023 Q1	$610K	Buy	6,574 +4,784	+267%	+$401K	0.5%	46
2022 Q4	$133K	Sell	1,790 -263	-13%	-$20.1K	0.12%	98
2022 Q3	$151K	Sell	2,053 -872	-30%	-$73.9K	0.14%	87
2022 Q2	$234K	Buy	2,925 +115	+4%	+$10.2K	0.22%	76
2022 Q1	$290K	Sell	2,810 -44	-2%	-$4.49K	0.23%	73
2021 Q4	$328K	Buy	+2,854	New	+$317K	0.27%	62

Other funds holding IYW

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aspire Wealth Management's IYW Position: Q3 2024 in Review

Aspire Wealth Management reduced its iShares US Technology ETF (IYW) stake by 9.6% in Q3 2024, selling an estimated $65.7K and leaving 4,204 shares worth $637K. The position accounts for 0.34% of the portfolio, ranked #53.

Aspire Wealth Management first reported a position in IYW in Q4 2021 and has held it in 12 quarters since. The position peaked at $726K in Q2 2023. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

Aspire Wealth Management held 4,204 shares of iShares US Technology ETF worth $637K as of Q3 2024.
Aspire Wealth Management sold 447 iShares US Technology ETF shares in Q3 2024, an estimated $65.7K.
iShares US Technology ETF made up 0.34% of Aspire Wealth Management's portfolio in Q3 2024, its #53 holding.
Aspire Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares US Technology ETF position peaked at $726K in Q2 2023.
1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.