CWM
IYW icon

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

CarsonAllaria 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
Q3 		– Sell
-101
Closed -$15.2K – 412
2024
Q2 		$15.2K Buy
+101
New +$14K 0.01% 217

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CarsonAllaria Wealth Management's IYW Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of iShares US Technology ETF (IYW) in Q3 2024, closing a stake of 101 shares — an estimated $15.2K sold.

CarsonAllaria Wealth Management first reported a position in IYW in Q2 2024 and held it in 1 quarter. The position peaked at $15.2K in Q2 2024. 1,073 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • CarsonAllaria Wealth Management reported no remaining iShares US Technology ETF position as of Q3 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 101 iShares US Technology ETF shares in Q3 2024, an estimated $15.2K.
  • CarsonAllaria Wealth Management first reported a position in iShares US Technology ETF in Q2 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares US Technology ETF position peaked at $15.2K in Q2 2024.
  • 1,073 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.