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Axiom Advisory’s iShares US Technology ETF IYW Stock Holding History

Axiom Advisory’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 		$19M Buy
129,025
+2,103
+2% +$309K 0.18% 33
2024
Q2 		$17.5M Buy
126,922
+124,908
+6,202% +$17.3M 0.19% 31
2024
Q1 		$272K Buy
2,014
+1
+0% +$130 0.2% 32
2023
Q4 		$247K Buy
2,013
+3
+0.1% +$340 0.2% 29
2023
Q3 		$211K Hold
2,010
– – 0.19% 31
2023
Q2 		$219K Buy
+2,010
New +$197K 0.19% 30

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 $20.9B AUM 19.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axiom Advisory's IYW Position: Q3 2024 in Review

Axiom Advisory increased its iShares US Technology ETF (IYW) stake by 1.7% in Q3 2024, buying an estimated $309K and bringing the position to 129,025 shares worth $19M. The position accounts for 0.18% of the portfolio, ranked #33.

Axiom Advisory first reported a position in IYW in Q2 2023 and has held it in 6 quarters since. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • Axiom Advisory held 129,025 shares of iShares US Technology ETF worth $19M as of Q3 2024.
  • Axiom Advisory bought 2,103 iShares US Technology ETF shares in Q3 2024, an estimated $309K.
  • iShares US Technology ETF made up 0.18% of Axiom Advisory's portfolio in Q3 2024, its #33 holding.
  • Axiom Advisory first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 6 quarters since.
  • 1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.