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

Cassady Schiller 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 Q4	$360K	Hold	2,256	–	–	0.13%	79
2024 Q3	$342K	Hold	2,256	–	–	0.13%	84
2024 Q2	$340K	Hold	2,256	–	–	0.14%	80
2024 Q1	$305K	Hold	2,256	–	–	0.14%	88
2023 Q4	$277K	Hold	2,256	–	–	0.14%	84
2023 Q3	$237K	Buy	2,256 +30	+1%	+$3.26K	0.13%	89
2023 Q2	$242K	Sell	2,226 -140	-6%	-$13.8K	0.13%	92
2023 Q1	$220K	Hold	2,366	–	–	0.1%	97
2022 Q4	$176K	Buy	+2,366	New	+$181K	0.11%	106
2022 Q2	–	Sell	-2,177	Closed	-$224K	–	111
2022 Q1	$224K	Buy	2,177 +1	+0%	+$102	0.11%	102
2021 Q4	$250K	Buy	+2,176	New	+$242K	0.15%	87

Other funds holding IYW

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cassady Schiller Wealth Management's IYW Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares US Technology ETF (IYW) position steady in Q4 2024 at 2,256 shares worth $360K. The position accounts for 0.13% of the portfolio, ranked #79.

Cassady Schiller Wealth Management first reported a position in IYW in Q4 2021 and has held it in 11 quarters since. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

Cassady Schiller Wealth Management held 2,256 shares of iShares US Technology ETF worth $360K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares US Technology ETF share count unchanged in Q4 2024.
iShares US Technology ETF made up 0.13% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #79 holding.
Cassady Schiller Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 11 quarters since.
1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.