Bill Gates’s iShares US Technology ETF IYW Stock Holding History

Bill Gates’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
2023 Q4	–	Sell	-57,600	Closed	-$6.04M	–	46
2023 Q3	$6.04M	Buy	+57,600	New	+$6.26M	0.02%	25

Other funds holding IYW

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

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

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

PCH

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bill Gates's IYW Position: Q4 2023 in Review

Bill Gates sold out of iShares US Technology ETF (IYW) in Q4 2023, closing a stake of 57,600 shares — an estimated $6.04M sold.

Bill Gates first reported a position in IYW in Q3 2023 and held it in 1 quarter. The position peaked at $6.04M in Q3 2023. 950 funds tracked by Wall St. Rank hold IYW as of Q4 2023.

Bill Gates reported no remaining iShares US Technology ETF position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 57,600 iShares US Technology ETF shares in Q4 2023, an estimated $6.04M.
Bill Gates first reported a position in iShares US Technology ETF in Q3 2023 and held it in 1 quarter.
Bill Gates's iShares US Technology ETF position peaked at $6.04M in Q3 2023.
950 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.