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Curi Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Curi Wealth Management’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
-2,500
Closed -$307K – 71
2023
Q4 		$307K Hold
2,500
– – 0.04% 119
2023
Q3 		$262K Sell
2,500
-1,508
-38% -$164K 0.04% 128
2023
Q2 		$436K Sell
4,008
-19,245
-83% -$1.89M 0.06% 96
2023
Q1 		$2.16M Buy
23,253
+11,234
+93% +$943K 0.31% 48
2022
Q4 		$895K Sell
12,019
-7,001
-37% -$536K 0.13% 90
2022
Q3 		$1.4M Sell
19,020
-114
-0.6% -$9.67K 0.23% 57
2022
Q2 		$1.53M Buy
19,134
+2,653
+16% +$235K 0.29% 46
2022
Q1 		$1.7M Buy
16,481
+1,684
+11% +$172K 0.29% 48
2021
Q4 		$1.7M Buy
14,797
+855
+6% +$94.9K 0.29% 48
2021
Q3 		$1.41M Buy
13,942
+3,431
+33% +$358K 0.65% 27
2021
Q2 		$1.04M Buy
10,511
+2,506
+31% +$234K 0.52% 30
2021
Q1 		$702K Buy
8,005
+1,354
+20% +$119K 0.44% 33
2020
Q4 		$565K Buy
+6,651
New +$531K 0.41% 35

Other funds holding IYW

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Curi Wealth Management's IYW Position: Q1 2024 in Review

Curi Wealth Management sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 2,500 shares — an estimated $307K sold.

Curi Wealth Management first reported a position in IYW in Q4 2020 and held it in 13 quarters. The position peaked at $2.16M in Q1 2023. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • Curi Wealth Management reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 2,500 iShares US Technology ETF shares in Q1 2024, an estimated $307K.
  • Curi Wealth Management first reported a position in iShares US Technology ETF in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's iShares US Technology ETF position peaked at $2.16M in Q1 2023.
  • 972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.