Divergent Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Divergent Wealth 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 Q3	$664K	Buy	4,382 +1	+0%	+$147	0.12%	17
2024 Q2	$659K	Buy	4,381 +1,066	+32%	+$147K	0.13%	17
2024 Q1	$448K	Hold	3,315	–	–	0.09%	19
2023 Q4	$407K	Hold	3,315	–	–	0.09%	24
2023 Q3	$348K	Sell	3,315 -1	-0%	-$109	0.08%	24
2023 Q2	$361K	Hold	3,316	–	–	0.08%	23
2023 Q1	$308K	Sell	3,316 -584	-15%	-$49K	0.07%	24
2022 Q4	$291K	Buy	+3,900	New	+$298K	0.07%	25

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Divergent Wealth Advisors's IYW Position: Q3 2024 in Review

Divergent Wealth Advisors increased its iShares US Technology ETF (IYW) stake by 0.02% in Q3 2024, buying an estimated $147 and bringing the position to 4,382 shares worth $664K. The position accounts for 0.12% of the portfolio, ranked #17.

Divergent Wealth Advisors first reported a position in IYW in Q4 2022 and has held it in 8 quarters since. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

Divergent Wealth Advisors held 4,382 shares of iShares US Technology ETF worth $664K as of Q3 2024.
Divergent Wealth Advisors bought 1 iShares US Technology ETF share in Q3 2024, an estimated $147.
iShares US Technology ETF made up 0.12% of Divergent Wealth Advisors's portfolio in Q3 2024, its #17 holding.
Divergent Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 8 quarters since.
1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.