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Bright Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Bright Financial Advisors’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
-5,347
Closed -$320K – 56
2024
Q1 		$320K Buy
+5,347
New +$696K 0.24% 34

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

Bright Financial Advisors's IYW Position: Q2 2024 in Review

Bright Financial Advisors sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 5,347 shares — an estimated $320K sold.

Bright Financial Advisors first reported a position in IYW in Q1 2024 and held it in 1 quarter. The position peaked at $320K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

  • Bright Financial Advisors reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Bright Financial Advisors sold 5,347 iShares US Technology ETF shares in Q2 2024, an estimated $320K.
  • Bright Financial Advisors first reported a position in iShares US Technology ETF in Q1 2024 and held it in 1 quarter.
  • Bright Financial Advisors's iShares US Technology ETF position peaked at $320K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Bright Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.