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Ehrlich Financial Group’s iShares US Technology ETF IYW Stock Holding History

Ehrlich Financial Group’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
Q2 		– Sell
-4,337
Closed -$586K – 107
2024
Q1 		$586K Buy
4,337
+2,265
+109% +$295K 0.49% 47
2023
Q4 		$254K Buy
+2,072
New +$235K 0.26% 81

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

Ehrlich Financial Group's IYW Position: Q2 2024 in Review

Ehrlich Financial Group sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 4,337 shares — an estimated $586K sold.

Ehrlich Financial Group first reported a position in IYW in Q4 2023 and held it in 2 quarters. The position peaked at $586K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

  • Ehrlich Financial Group reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Ehrlich Financial Group sold 4,337 iShares US Technology ETF shares in Q2 2024, an estimated $586K.
  • Ehrlich Financial Group first reported a position in iShares US Technology ETF in Q4 2023 and held it in 2 quarters.
  • Ehrlich Financial Group's iShares US Technology ETF position peaked at $586K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Ehrlich Financial Group's 13F filing for Q2 2024, filed 12 Jul 2024.