Chris Bulman’s iShares US Technology ETF IYW Stock Holding History

Chris Bulman’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	-272	Closed	-$40.9K	–	270
2024 Q2	$40.9K	Buy	+272	New	+$37.6K	0.03%	225

Other funds holding IYW

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chris Bulman's IYW Position: Q3 2024 in Review

Chris Bulman sold out of iShares US Technology ETF (IYW) in Q3 2024, closing a stake of 272 shares — an estimated $40.9K sold.

Chris Bulman first reported a position in IYW in Q2 2024 and held it in 1 quarter. The position peaked at $40.9K in Q2 2024. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

Chris Bulman reported no remaining iShares US Technology ETF position as of Q3 2024 after selling out during the quarter.
Chris Bulman sold 272 iShares US Technology ETF shares in Q3 2024, an estimated $40.9K.
Chris Bulman first reported a position in iShares US Technology ETF in Q2 2024 and held it in 1 quarter.
Chris Bulman's iShares US Technology ETF position peaked at $40.9K in Q2 2024.
1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.