First Personal Financial Services’s iShares US Technology ETF IYW Stock Holding History

First Personal Financial Services’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	$373K	Hold	2,458	–	–	0.08%	98
2024 Q2	$370K	Buy	2,458 +1,916	+354%	+$265K	0.08%	96
2024 Q1	$73.3K	Hold	542	–	–	0.02%	172
2023 Q4	$66.6K	Hold	542	–	–	0.02%	187
2023 Q3	$56.9K	Hold	542	–	–	0.01%	191
2023 Q2	$59.1K	Hold	542	–	–	0.01%	194
2023 Q1	$50.3K	Hold	542	–	–	0.01%	204
2022 Q4	$40.4K	Buy	542 +28	+5%	+$2.14K	0.01%	229
2022 Q3	$38K	Hold	514	–	–	0.01%	220
2022 Q2	$41K	Sell	514 -32	-6%	-$2.83K	0.01%	195
2022 Q1	$56K	Hold	546	–	–	0.01%	178
2021 Q4	$63K	Hold	546	–	–	0.01%	178
2021 Q3	$55K	Sell	546 -200	-27%	-$20.9K	0.01%	186
2021 Q2	$74K	Hold	746	–	–	0.02%	166
2021 Q1	$65K	Hold	746	–	–	0.02%	171
2020 Q4	$63K	Buy	746 +2	+0.3%	+$160	0.02%	170
2020 Q3	$56K	Hold	744	–	–	0.02%	176
2020 Q2	$50K	Hold	744	–	–	0.02%	185
2020 Q1	$38K	Buy	744 +80	+12%	+$4.64K	0.01%	196
2019 Q4	$39K	Hold	664	–	–	0.01%	211
2019 Q3	$34K	Hold	664	–	–	0.01%	279
2019 Q2	$33K	Buy	+664	New	+$32.5K	0.01%	344

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

First Personal Financial Services's IYW Position: Q3 2024 in Review

First Personal Financial Services held its iShares US Technology ETF (IYW) position steady in Q3 2024 at 2,458 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #98.

First Personal Financial Services first reported a position in IYW in Q2 2019 and has held it in 22 quarters since. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

First Personal Financial Services held 2,458 shares of iShares US Technology ETF worth $373K as of Q3 2024.
First Personal Financial Services left its iShares US Technology ETF share count unchanged in Q3 2024.
iShares US Technology ETF made up 0.08% of First Personal Financial Services's portfolio in Q3 2024, its #98 holding.
First Personal Financial Services first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 22 quarters since.
1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.