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C2C Wealth Management’s iShares US Technology ETF IYW Stock Holding History

C2C 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
2023
Q4 		– Sell
-4,412
Closed -$465K – 162
2023
Q3 		$465K Hold
4,412
– – 0.07% 156
2023
Q2 		$497K Buy
+4,412
New +$433K 0.07% 153

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

C2C Wealth Management's IYW Position: Q4 2023 in Review

C2C Wealth Management sold out of iShares US Technology ETF (IYW) in Q4 2023, closing a stake of 4,412 shares — an estimated $465K sold.

C2C Wealth Management first reported a position in IYW in Q2 2023 and held it in 2 quarters. The position peaked at $497K in Q2 2023. 949 funds tracked by Wall St. Rank hold IYW as of Q4 2023.

  • C2C Wealth Management reported no remaining iShares US Technology ETF position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 4,412 iShares US Technology ETF shares in Q4 2023, an estimated $465K.
  • C2C Wealth Management first reported a position in iShares US Technology ETF in Q2 2023 and held it in 2 quarters.
  • C2C Wealth Management's iShares US Technology ETF position peaked at $497K in Q2 2023.
  • 949 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.