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Epic Trust Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Epic Trust Investment 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
2023
Q3 		– Sell
-2,307
Closed -$251K – 97
2023
Q2 		$251K Buy
+2,307
New +$227K 0.36% 77

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Epic Trust Investment Advisors's IYW Position: Q3 2023 in Review

Epic Trust Investment Advisors sold out of iShares US Technology ETF (IYW) in Q3 2023, closing a stake of 2,307 shares — an estimated $251K sold.

Epic Trust Investment Advisors first reported a position in IYW in Q2 2023 and held it in 1 quarter. The position peaked at $251K in Q2 2023. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

  • Epic Trust Investment Advisors reported no remaining iShares US Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 2,307 iShares US Technology ETF shares in Q3 2023, an estimated $251K.
  • Epic Trust Investment Advisors first reported a position in iShares US Technology ETF in Q2 2023 and held it in 1 quarter.
  • Epic Trust Investment Advisors's iShares US Technology ETF position peaked at $251K in Q2 2023.
  • 832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.