CPA
IYW icon

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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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. 1,147 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.
  • 1,147 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.