Clear Point Advisors’s iShares US Technology ETF IYW Stock Holding History

Clear Point Advisors’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	–	Sell	-209	Closed	-$31.7K	–	335
2024 Q3	$31.7K	Hold	209	–	–	0.02%	240
2024 Q2	$31.5K	Hold	209	–	–	0.03%	228
2024 Q1	$28.2K	Hold	209	–	–	0.02%	247
2023 Q4	$25.7K	Buy	+209	New	+$23.7K	0.02%	242

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Clear Point Advisors's IYW Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares US Technology ETF (IYW) in Q4 2024, closing a stake of 209 shares — an estimated $31.7K sold.

Clear Point Advisors first reported a position in IYW in Q4 2023 and held it in 4 quarters. The position peaked at $31.7K in Q3 2024. 1,151 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

Clear Point Advisors reported no remaining iShares US Technology ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 209 iShares US Technology ETF shares in Q4 2024, an estimated $31.7K.
Clear Point Advisors first reported a position in iShares US Technology ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's iShares US Technology ETF position peaked at $31.7K in Q3 2024.
1,151 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.