EWM
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Executive Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Executive Wealth Management’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
Q4 		$743K Hold
4,657
– – 0.06% 143
2024
Q3 		$706K Buy
+4,657
New +$685K 0.06% 149
2024
Q2 		– Sell
-4,629
Closed -$627K – 193
2024
Q1 		$627K Buy
4,629
+1
+0% +$130 0.06% 138
2023
Q4 		$568K Sell
4,628
-85
-2% -$9.63K 0.05% 134
2023
Q3 		$495K Buy
4,713
+1,545
+49% +$168K 0.05% 140
2023
Q2 		$345K Buy
3,168
+530
+20% +$52.1K 0.04% 152
2023
Q1 		$245K Sell
2,638
-441
-14% -$37K 0.03% 172
2022
Q4 		$229K Buy
3,079
+2,707
+728% +$207K 0.03% 176
2022
Q3 		$372 Sell
372
-4,012
-92% -$340K 0.05% 132
2022
Q2 		$350K Buy
4,384
+1
+0% +$89 0.05% 137
2022
Q1 		$451K Buy
4,383
+1
+0% +$102 0.05% 138
2021
Q4 		$503K Buy
4,382
+199
+5% +$22.1K 0.05% 139
2021
Q3 		$423K Sell
4,183
-301
-7% -$31.4K 0.05% 139
2021
Q2 		$445K Buy
4,484
+1
+0% +$93 0.05% 140
2021
Q1 		$393K Sell
4,483
-118
-3% -$10.3K 0.05% 140
2020
Q4 		$391K Sell
4,601
-99
-2% -$7.91K 0.05% 132
2020
Q3 		$353K Buy
4,700
+104
+2% +$7.59K 0.05% 124
2020
Q2 		$310K Buy
4,596
+284
+7% +$17.1K 0.05% 115
2020
Q1 		$220K Buy
4,312
+212
+5% +$12.3K 0.04% 117
2019
Q4 		$238K Hold
4,100
– – 0.03% 134
2019
Q3 		$209K Sell
4,100
-440
-10% -$22.4K 0.03% 127
2019
Q2 		$225K Buy
4,540
+3,112
+218% +$152K 0.03% 151
2019
Q1 		$68K Buy
+1,428
New +$63.5K 0.01% 231

Other funds holding IYW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Executive Wealth Management's IYW Position: Q4 2024 in Review

Executive Wealth Management held its iShares US Technology ETF (IYW) position steady in Q4 2024 at 4,657 shares worth $743K. The position accounts for 0.06% of the portfolio, ranked #143.

Executive Wealth Management first reported a position in IYW in Q1 2019 and has held it in 23 quarters since. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Executive Wealth Management held 4,657 shares of iShares US Technology ETF worth $743K as of Q4 2024.
  • Executive Wealth Management left its iShares US Technology ETF share count unchanged in Q4 2024.
  • iShares US Technology ETF made up 0.06% of Executive Wealth Management's portfolio in Q4 2024, its #143 holding.
  • Executive Wealth Management first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 23 quarters since.
  • 1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.