CA
IYW icon

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

Carson 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
Q2 		– Sell
-2,441
Closed -$330K – 172
2024
Q1 		$330K Sell
2,441
-4
-0.2% -$521 0.23% 108
2023
Q4 		$300K Buy
2,445
+4
+0.2% +$453 0.23% 108
2023
Q3 		$256K Hold
2,441
– – 0.22% 119
2023
Q2 		$266K Buy
2,441
+1
+0% +$98 0.22% 117
2023
Q1 		$226K Buy
+2,440
New +$205K 0.2% 125
2022
Q2 		– Sell
-2,329
Closed -$240K – 130
2022
Q1 		$240K Buy
2,329
+1
+0% +$102 0.24% 110
2021
Q4 		$267K Buy
+2,328
New +$258K 0.27% 97

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

Carson Advisory's IYW Position: Q2 2024 in Review

Carson Advisory sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 2,441 shares — an estimated $330K sold.

Carson Advisory first reported a position in IYW in Q4 2021 and held it in 7 quarters. The position peaked at $330K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

  • Carson Advisory reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Carson Advisory sold 2,441 iShares US Technology ETF shares in Q2 2024, an estimated $330K.
  • Carson Advisory first reported a position in iShares US Technology ETF in Q4 2021 and held it in 7 quarters.
  • Carson Advisory's iShares US Technology ETF position peaked at $330K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Carson Advisory's 13F filing for Q2 2024, filed 7 Aug 2024.