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FDx Advisors’s iShares US Technology ETF IYW Stock Holding History

FDx 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
2024
Q1 		– Sell
-6,414
Closed -$787K – 504
2023
Q4 		$787K Buy
6,414
+1,503
+31% +$170K 0.06% 307
2023
Q3 		$515K Sell
4,911
-6,612
-57% -$719K 0.04% 342
2023
Q2 		$1.25M Buy
11,523
+4,095
+55% +$402K 0.07% 260
2023
Q1 		$553K Hold
7,428
– – 0.02% 401
2022
Q4 		$553K Buy
+7,428
New +$568K 0.02% 401
2015
Q1 		– Sell
-38,052
Closed -$993K – 1907
2014
Q4 		$993K Buy
38,052
+15,956
+72% +$407K 0.06% 301
2014
Q3 		$557K Buy
22,096
+344
+2% +$8.59K 0.04% 533
2014
Q2 		$527K Sell
21,752
-21,552
-50% -$498K 0.03% 557
2014
Q1 		$986K Buy
43,304
+21,972
+103% +$490K 0.08% 250
2013
Q4 		$463K Buy
21,332
+9,544
+81% +$199K 0.05% 384
2013
Q3 		$232K Buy
+11,788
New +$229K 0.03% 517

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 $18.1B AUM 15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FDx Advisors's IYW Position: Q1 2024 in Review

FDx Advisors sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 6,414 shares — an estimated $787K sold.

FDx Advisors first reported a position in IYW in Q3 2013 and held it in 11 quarters. The position peaked at $1.25M in Q2 2023. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • FDx Advisors reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 6,414 iShares US Technology ETF shares in Q1 2024, an estimated $787K.
  • FDx Advisors first reported a position in iShares US Technology ETF in Q3 2013 and held it in 11 quarters.
  • FDx Advisors's iShares US Technology ETF position peaked at $1.25M in Q2 2023.
  • 972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.