Clean Yield Group’s iShares US Technology ETF IYW Stock Holding History

Clean Yield Group’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	-17	Closed	-$2.3K	–	390
2024 Q1	$2.3K	Buy	+17	New	+$2.21K	﹤0.01%	356

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 $20.9B AUM 19.34% 1-Year Est. Return

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

Clean Yield Group's IYW Position: Q2 2024 in Review

Clean Yield Group sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 17 shares — an estimated $2.3K sold.

Clean Yield Group first reported a position in IYW in Q1 2024 and held it in 1 quarter. The position peaked at $2.3K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

Clean Yield Group reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
Clean Yield Group sold 17 iShares US Technology ETF shares in Q2 2024, an estimated $2.3K.
Clean Yield Group first reported a position in iShares US Technology ETF in Q1 2024 and held it in 1 quarter.
Clean Yield Group's iShares US Technology ETF position peaked at $2.3K in Q1 2024.
1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Clean Yield Group's 13F filing for Q2 2024, filed 10 Jul 2024.