CDH
IYW icon

Charles D. Hyman’s iShares US Technology ETF IYW Stock Holding History

Charles D. Hyman’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 		$818K Sell
5,436
-136
-2% -$18.8K 0.05% 131
2024
Q1 		$753K Hold
5,572
– – 0.04% 142
2023
Q4 		$684K Hold
5,572
– – 0.04% 143
2023
Q3 		$585K Hold
5,572
– – 0.04% 145
2023
Q2 		$607K Hold
5,572
– – 0.04% 147
2023
Q1 		$517K Buy
+5,572
New +$468K 0.03% 157

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

Charles D. Hyman's IYW Position: Q2 2024 in Review

Charles D. Hyman reduced its iShares US Technology ETF (IYW) stake by 2.4% in Q2 2024, selling an estimated $18.8K and leaving 5,436 shares worth $818K. The position accounts for 0.05% of the portfolio, ranked #131.

Charles D. Hyman first reported a position in IYW in Q1 2023 and has held it in 6 quarters since. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

  • Charles D. Hyman held 5,436 shares of iShares US Technology ETF worth $818K as of Q2 2024.
  • Charles D. Hyman sold 136 iShares US Technology ETF shares in Q2 2024, an estimated $18.8K.
  • iShares US Technology ETF made up 0.05% of Charles D. Hyman's portfolio in Q2 2024, its #131 holding.
  • Charles D. Hyman first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 6 quarters since.
  • 1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.