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Global Assets Advisory’s iShares US Technology ETF IYW Stock Holding History

Global Assets Advisory’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 		– Sell
-1,571
Closed -$236K – 170
2024
Q2 		$236K Buy
+1,571
New +$217K 0.38% 50

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Assets Advisory's IYW Position: Q3 2024 in Review

Global Assets Advisory sold out of iShares US Technology ETF (IYW) in Q3 2024, closing a stake of 1,571 shares — an estimated $236K sold.

Global Assets Advisory first reported a position in IYW in Q2 2024 and held it in 1 quarter. The position peaked at $236K in Q2 2024. 1,073 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • Global Assets Advisory reported no remaining iShares US Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Global Assets Advisory sold 1,571 iShares US Technology ETF shares in Q3 2024, an estimated $236K.
  • Global Assets Advisory first reported a position in iShares US Technology ETF in Q2 2024 and held it in 1 quarter.
  • Global Assets Advisory's iShares US Technology ETF position peaked at $236K in Q2 2024.
  • 1,073 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Global Assets Advisory's 13F filing for Q3 2024, filed 22 Oct 2024.