Connectus Wealth’s iShares US Technology ETF IYW Stock Holding History

Connectus Wealth’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 Q1	–	Sell	-50,838	Closed	-$6.25M	–	440
2023 Q4	$6.25M	Buy	+50,838	New	+$5.76M	0.13%	153

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

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

Connectus Wealth's IYW Position: Q1 2024 in Review

Connectus Wealth sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 50,838 shares — an estimated $6.25M sold.

Connectus Wealth first reported a position in IYW in Q4 2023 and held it in 1 quarter. The position peaked at $6.25M in Q4 2023. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

Connectus Wealth reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 50,838 iShares US Technology ETF shares in Q1 2024, an estimated $6.25M.
Connectus Wealth first reported a position in iShares US Technology ETF in Q4 2023 and held it in 1 quarter.
Connectus Wealth's iShares US Technology ETF position peaked at $6.25M in Q4 2023.
972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.