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Family Asset Management’s iShares US Technology ETF IYW Stock Holding History

Family Asset 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
Q3 		$61.9K Sell
408
-115
-22% -$16.9K 0.04% 131
2024
Q2 		$78.7K Hold
523
– – 0.05% 126
2024
Q1 		$70.6K Hold
523
– – 0.04% 120
2023
Q4 		$64.2K Sell
523
-140
-21% -$15.9K 0.04% 125
2023
Q3 		$69.6K Sell
663
-245
-27% -$26.6K 0.05% 121
2023
Q2 		$98.9K Sell
908
-3
-0.3% -$295 0.07% 125
2023
Q1 		$84.5K Sell
911
-2,581
-74% -$217K 0.06% 121
2022
Q4 		$260K Buy
+3,492
New +$267K 0.22% 79

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

Family Asset Management's IYW Position: Q3 2024 in Review

Family Asset Management reduced its iShares US Technology ETF (IYW) stake by 22% in Q3 2024, selling an estimated $16.9K and leaving 408 shares worth $61.9K. The position accounts for 0.04% of the portfolio, ranked #131.

Family Asset Management first reported a position in IYW in Q4 2022 and has held it in 8 quarters since. The position peaked at $260K in Q4 2022. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • Family Asset Management held 408 shares of iShares US Technology ETF worth $61.9K as of Q3 2024.
  • Family Asset Management sold 115 iShares US Technology ETF shares in Q3 2024, an estimated $16.9K.
  • iShares US Technology ETF made up 0.04% of Family Asset Management's portfolio in Q3 2024, its #131 holding.
  • Family Asset Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 8 quarters since.
  • Family Asset Management's iShares US Technology ETF position peaked at $260K in Q4 2022.
  • 1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.