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Criterion Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Criterion Capital 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 		$104K Hold
691
– – 0.07% 93
2024
Q3 		$104K Hold
691
– – 0.07% 93
2024
Q2 		$104K Buy
691
+139
+25% +$19.2K 0.07% 93
2024
Q1 		$74.5K Sell
552
-66
-11% -$8.59K 0.05% 107
2023
Q4 		$75.9K Buy
+618
New +$70K 0.06% 105

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

Criterion Capital Advisors's IYW Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares US Technology ETF (IYW) position steady in Q4 2024 at 691 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #93.

Criterion Capital Advisors first reported a position in IYW in Q4 2023 and has held it in 5 quarters since. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Criterion Capital Advisors held 691 shares of iShares US Technology ETF worth $104K as of Q4 2024.
  • Criterion Capital Advisors left its iShares US Technology ETF share count unchanged in Q4 2024.
  • iShares US Technology ETF made up 0.07% of Criterion Capital Advisors's portfolio in Q4 2024, its #93 holding.
  • Criterion Capital Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.