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DFPG Investments’s iShares US Technology ETF IYW Stock Holding History

DFPG Investments’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
2023
Q4 		$1.76M Buy
14,876
+1,686
+13% +$191K 0.14% 157
2023
Q3 		$1.46M Sell
13,190
-358
-3% -$38.9K 0.14% 160
2023
Q2 		$1.53M Buy
13,548
+6,329
+88% +$622K 0.14% 154
2023
Q1 		$670K Buy
+7,219
New +$606K 0.07% 272

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DFPG Investments's IYW Position: Q4 2023 in Review

DFPG Investments increased its iShares US Technology ETF (IYW) stake by 13% in Q4 2023, buying an estimated $191K and bringing the position to 14,876 shares worth $1.76M. The position accounts for 0.14% of the portfolio, ranked #157.

DFPG Investments first reported a position in IYW in Q1 2023 and has held it in 4 quarters since. 949 funds tracked by Wall St. Rank hold IYW as of Q4 2023.

  • DFPG Investments held 14,876 shares of iShares US Technology ETF worth $1.76M as of Q4 2023.
  • DFPG Investments bought 1,686 iShares US Technology ETF shares in Q4 2023, an estimated $191K.
  • iShares US Technology ETF made up 0.14% of DFPG Investments's portfolio in Q4 2023, its #157 holding.
  • DFPG Investments first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 4 quarters since.
  • 949 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.