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

Baker Tilly 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 Q2	–	Sell	-2,902	Closed	-$392K	–	349
2024 Q1	$392K	Sell	2,902 -814	-22%	-$106K	0.07%	304
2023 Q4	$456K	Sell	3,716 -492	-12%	-$55.7K	0.07%	299
2023 Q3	$442K	Sell	4,208 -4,920	-54%	-$535K	0.07%	286
2023 Q2	$994K	Buy	9,128 +357	+4%	+$35.1K	0.1%	199
2023 Q1	$814K	Buy	8,771 +1,196	+16%	+$100K	0.09%	236
2022 Q4	$564K	Buy	+7,575	New	+$580K	0.07%	291
2022 Q3	–	Sell	-2,662	Closed	-$213K	–	519
2022 Q2	$213K	Sell	2,662 -1,829	-41%	-$162K	0.03%	460
2022 Q1	$463K	Sell	4,491 -1,857	-29%	-$190K	0.05%	361
2021 Q4	$729K	Sell	6,348 -2,153	-25%	-$239K	0.08%	275
2021 Q3	$861K	Buy	+8,501	New	+$887K	0.11%	190

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baker Tilly Wealth Management's IYW Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 2,902 shares — an estimated $392K sold.

Baker Tilly Wealth Management first reported a position in IYW in Q3 2021 and held it in 10 quarters. The position peaked at $994K in Q2 2023. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

Baker Tilly Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,902 iShares US Technology ETF shares in Q2 2024, an estimated $392K.
Baker Tilly Wealth Management first reported a position in iShares US Technology ETF in Q3 2021 and held it in 10 quarters.
Baker Tilly Wealth Management's iShares US Technology ETF position peaked at $994K in Q2 2023.
1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.