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EPIQ Partners’s iShares US Technology ETF IYW Stock Holding History

EPIQ Partners’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 		– Sell
-2,684
Closed -$329K – 77
2023
Q4 		$329K Hold
2,684
– – 0.24% 51
2023
Q3 		$282K Hold
2,684
– – 0.21% 57
2023
Q2 		$292K Hold
2,684
– – 0.2% 58
2023
Q1 		$249K Buy
+2,684
New +$225K 0.17% 64
2022
Q3 		– Sell
-2,684
Closed -$215K – 81
2022
Q2 		$215K Hold
2,684
– – 0.13% 77
2022
Q1 		$277K Hold
2,684
– – 0.15% 76
2021
Q4 		$308K Hold
2,684
– – 0.16% 73
2021
Q3 		$272K Hold
2,684
– – 0.13% 81
2021
Q2 		$267K Hold
2,684
– – 0.13% 76
2021
Q1 		$235K Hold
2,684
– – 0.13% 78
2020
Q4 		$228K Hold
2,684
– – 0.16% 72
2020
Q3 		$209K Buy
+2,684
New +$196K 0.16% 73

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

EPIQ Partners's IYW Position: Q1 2024 in Review

EPIQ Partners sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 2,684 shares — an estimated $329K sold.

EPIQ Partners first reported a position in IYW in Q3 2020 and held it in 12 quarters. The position peaked at $329K in Q4 2023. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • EPIQ Partners reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
  • EPIQ Partners sold 2,684 iShares US Technology ETF shares in Q1 2024, an estimated $329K.
  • EPIQ Partners first reported a position in iShares US Technology ETF in Q3 2020 and held it in 12 quarters.
  • EPIQ Partners's iShares US Technology ETF position peaked at $329K in Q4 2023.
  • 972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on EPIQ Partners's 13F filing for Q1 2024, filed 15 Apr 2024.