Global Wealth Management Investment Advisory’s iShares US Technology ETF IYW Stock Holding History

Global Wealth Management Investment 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 Q1	–	Sell	-160	Closed	-$19.6K	–	298
2023 Q4	$19.6K	Hold	160	–	–	0.01%	246
2023 Q3	$16.8K	Sell	160 -40	-20%	-$4.35K	﹤0.01%	259
2023 Q2	$21.8K	Buy	+200	New	+$19.6K	0.01%	240
2022 Q3	–	Sell	-260	Closed	-$21K	–	307
2022 Q2	$21K	Hold	260	–	–	0.01%	236
2022 Q1	$27K	Hold	260	–	–	0.01%	235
2021 Q4	$30K	Hold	260	–	–	0.01%	228
2021 Q3	$26K	Hold	260	–	–	0.01%	243
2021 Q2	$26K	Hold	260	–	–	0.01%	229
2021 Q1	$23K	Hold	260	–	–	0.01%	235
2020 Q4	$22K	Buy	260 +100	+63%	+$7.99K	0.01%	230
2020 Q3	$12K	Hold	160	–	–	0.01%	264
2020 Q2	$11K	Hold	160	–	–	﹤0.01%	337
2020 Q1	$8K	Hold	160	–	–	﹤0.01%	362
2019 Q4	$9K	Hold	160	–	–	﹤0.01%	366
2019 Q3	$8K	Hold	160	–	–	﹤0.01%	350
2019 Q2	$8K	Sell	160 -100	-38%	-$4.89K	﹤0.01%	393
2019 Q1	$12K	Hold	260	–	–	0.01%	357
2018 Q4	$10K	Buy	+260	New	+$11.3K	0.01%	384

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Global Wealth Management Investment Advisory's IYW Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 160 shares — an estimated $19.6K sold.

Global Wealth Management Investment Advisory first reported a position in IYW in Q4 2018 and held it in 18 quarters. The position peaked at $30K in Q4 2021. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 160 iShares US Technology ETF shares in Q1 2024, an estimated $19.6K.
Global Wealth Management Investment Advisory first reported a position in iShares US Technology ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's iShares US Technology ETF position peaked at $30K in Q4 2021.
972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.