Atmos Capital Gestao de Recursos’s iShares US Technology ETF IYW Stock Holding History

Atmos Capital Gestao de Recursos’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	–	Sell	-11,558	Closed	-$1.74M	–	15
2024 Q2	$1.74M	Hold	11,558	–	–	0.24%	10
2024 Q1	$1.56M	Hold	11,558	–	–	0.19%	10
2023 Q4	$1.42M	Sell	11,558 -8,580	-43%	-$972K	0.16%	10
2023 Q3	$2.11M	Hold	20,138	–	–	0.27%	9
2023 Q2	$2.19M	Hold	20,138	–	–	0.35%	8
2023 Q1	$1.87M	Hold	20,138	–	–	0.54%	7
2022 Q4	$1.5M	Hold	20,138	–	–	0.26%	13
2022 Q3	$1.48M	Hold	20,138	–	–	0.22%	17
2022 Q2	$1.61M	Hold	20,138	–	–	0.24%	17
2022 Q1	$2.08M	Hold	20,138	–	–	0.36%	19
2021 Q4	$2.31M	Hold	20,138	–	–	0.27%	18
2021 Q3	$2.04M	Buy	20,138 +4,113	+26%	+$429K	0.25%	19
2021 Q2	$1.59M	Hold	16,025	–	–	0.21%	14
2021 Q1	$1.41M	Buy	16,025 +9,425	+143%	+$826K	0.3%	15
2020 Q4	$562K	Hold	6,600	–	–	0.09%	12
2020 Q3	$497K	Buy	+6,600	New	+$482K	0.12%	10

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Atmos Capital Gestao de Recursos's IYW Position: Q3 2024 in Review

Atmos Capital Gestao de Recursos sold out of iShares US Technology ETF (IYW) in Q3 2024, closing a stake of 11,558 shares — an estimated $1.74M sold.

Atmos Capital Gestao de Recursos first reported a position in IYW in Q3 2020 and held it in 16 quarters. The position peaked at $2.31M in Q4 2021. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

Atmos Capital Gestao de Recursos reported no remaining iShares US Technology ETF position as of Q3 2024 after selling out during the quarter.
Atmos Capital Gestao de Recursos sold 11,558 iShares US Technology ETF shares in Q3 2024, an estimated $1.74M.
Atmos Capital Gestao de Recursos first reported a position in iShares US Technology ETF in Q3 2020 and held it in 16 quarters.
Atmos Capital Gestao de Recursos's iShares US Technology ETF position peaked at $2.31M in Q4 2021.
1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Atmos Capital Gestao de Recursos's 13F filing for Q3 2024, filed 14 Nov 2024.