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Financial Architects (New Jersey)’s iShares US Technology ETF IYW Stock Holding History

Financial Architects (New Jersey)’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
Q2 		$1.05M Buy
9,678
+3
+0% +$295 0.16% 135
2023
Q1 		$898K Buy
9,675
+4
+0% +$336 0.14% 147
2022
Q4 		$720K Buy
9,671
+12
+0.1% +$918 0.12% 170
2022
Q3 		$709K Buy
+9,659
New +$819K 0.12% 158
2022
Q2 		– Sell
-9,863
Closed -$1.02M – 149
2022
Q1 		$1.02M Buy
9,863
+2
+0% +$204 0.15% 141
2021
Q4 		$1.13M Buy
9,861
+6
+0.1% +$666 0.15% 136
2021
Q3 		$998K Buy
9,855
+428
+5% +$44.7K 0.14% 138
2021
Q2 		$937K Buy
9,427
+3
+0% +$280 0.14% 144
2021
Q1 		$826K Hold
9,424
– – 0.13% 146
2020
Q4 		$802K Sell
9,424
-260
-3% -$20.8K 0.15% 130
2020
Q3 		$729K Hold
9,684
– – 0.16% 121
2020
Q2 		$653K Hold
9,684
– – 0.15% 126
2020
Q1 		$495K Sell
9,684
-324
-3% -$18.8K 0.14% 128
2019
Q4 		$582K Hold
10,008
– – 0.13% 134
2019
Q3 		$511K Sell
10,008
-1,244
-11% -$63.2K 0.12% 135
2019
Q2 		$557K Sell
11,252
-336
-3% -$16.4K 0.1% 139
2019
Q1 		$552K Sell
11,588
-1,356
-10% -$60.3K 0.09% 150
2018
Q4 		$518K Sell
12,944
-160
-1% -$6.93K 0.1% 143
2018
Q3 		$636K Hold
13,104
– – 0.1% 147
2018
Q2 		$584K Hold
13,104
– – 0.1% 143
2018
Q1 		$551K Sell
13,104
-240
-2% -$10.3K 0.11% 148
2017
Q4 		$543K Hold
13,344
– – 0.09% 153
2017
Q3 		$500K Sell
13,344
-956
-7% -$35K 0.09% 158
2017
Q2 		$499K Sell
14,300
-800
-5% -$28K 0.09% 154
2017
Q1 		$510K Sell
15,100
-1,732
-10% -$56.2K 0.09% 157
2016
Q4 		$506K Hold
16,832
– – 0.12% 146
2016
Q3 		$501K Hold
16,832
– – 0.13% 134
2016
Q2 		$443K Sell
16,832
-276
-2% -$7.29K 0.12% 140
2016
Q1 		$464K Sell
17,108
-16
-0.1% -$404 0.17% 112
2015
Q4 		$458K Hold
17,124
– – 0.18% 117
2015
Q3 		$423K Sell
17,124
-1,460
-8% -$37.7K 0.18% 124
2015
Q2 		$486K Sell
18,584
-28
-0.2% -$755 0.17% 109
2015
Q1 		$488K Sell
18,612
-3,148
-14% -$82.7K 0.19% 101
2014
Q4 		$568K Buy
21,760
+1,372
+7% +$35K 0.25% 85
2014
Q3 		$514K Buy
20,388
+1,632
+9% +$40.8K 0.25% 86
2014
Q2 		$454K Sell
18,756
-588
-3% -$13.6K 0.22% 98
2014
Q1 		$440K Buy
19,344
+9,104
+89% +$203K 0.26% 92
2013
Q4 		$226K Buy
10,240
+1,460
+17% +$30.4K 0.13% 138
2013
Q3 		$173K Buy
8,780
+2,980
+51% +$57.9K 0.11% 133
2013
Q2 		$107K Buy
+5,800
New +$108K 0.08% 161

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Architects (New Jersey)'s IYW Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its iShares US Technology ETF (IYW) stake by 0.03% in Q2 2023, buying an estimated $295 and bringing the position to 9,678 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #135.

Financial Architects (New Jersey) first reported a position in IYW in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.13M in Q4 2021. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

  • Financial Architects (New Jersey) held 9,678 shares of iShares US Technology ETF worth $1.05M as of Q2 2023.
  • Financial Architects (New Jersey) bought 3 iShares US Technology ETF shares in Q2 2023, an estimated $295.
  • iShares US Technology ETF made up 0.16% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #135 holding.
  • Financial Architects (New Jersey) first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 40 quarters since.
  • Financial Architects (New Jersey)'s iShares US Technology ETF position peaked at $1.13M in Q4 2021.
  • 828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.