Gallagher Benefit Services’s iShares US Technology ETF IYW Stock Holding History

Gallagher Benefit 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
2022 Q4	$872K	Buy	+11,707	New	+$896K	0.18%	70

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gallagher Benefit Services's IYW Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares US Technology ETF (IYW) in Q4 2022: 11,707 shares worth $872K. The stake represents 0.18% of the portfolio and ranks #70 among its holdings.

702 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

Gallagher Benefit Services held 11,707 shares of iShares US Technology ETF worth $872K as of Q4 2022.
iShares US Technology ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares US Technology ETF made up 0.18% of Gallagher Benefit Services's portfolio in Q4 2022, its #70 holding.
702 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.