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Derbend Asset Management’s iShares US Technology ETF IYW Stock Holding History

Derbend Asset 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 		$3.49M Buy
25,824
+1,730
+7% +$225K 1.72% 14
2023
Q4 		$2.96M Buy
24,094
+13,040
+118% +$1.48M 1.71% 15
2023
Q3 		$1.16M Buy
+11,054
New +$1.2M 0.79% 26

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

Derbend Asset Management's IYW Position: Q1 2024 in Review

Derbend Asset Management increased its iShares US Technology ETF (IYW) stake by 7.2% in Q1 2024, buying an estimated $225K and bringing the position to 25,824 shares worth $3.49M. The position accounts for 1.72% of the portfolio, ranked #14.

Derbend Asset Management first reported a position in IYW in Q3 2023 and has held it in 3 quarters since. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • Derbend Asset Management held 25,824 shares of iShares US Technology ETF worth $3.49M as of Q1 2024.
  • Derbend Asset Management bought 1,730 iShares US Technology ETF shares in Q1 2024, an estimated $225K.
  • iShares US Technology ETF made up 1.72% of Derbend Asset Management's portfolio in Q1 2024, its #14 holding.
  • Derbend Asset Management first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 3 quarters since.
  • 972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Derbend Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.