Gradient Investments’s iShares US Technology ETF IYW Stock Holding History

Gradient Investments’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	-481	Closed	-$72.4K	–	835
2024 Q2	$72.4K	Hold	481	–	–	﹤0.01%	441
2024 Q1	$65K	Sell	481 -355	-42%	-$46.2K	﹤0.01%	403
2023 Q4	$103K	Buy	836 +471	+129%	+$53.4K	﹤0.01%	419
2023 Q3	$38.3K	Hold	365	–	–	﹤0.01%	559
2023 Q2	$39.7K	Hold	365	–	–	﹤0.01%	549
2023 Q1	$33.9K	Hold	365	–	–	﹤0.01%	568
2022 Q4	$27.2K	Buy	365 +350	+2,333%	+$26.8K	﹤0.01%	624
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	1246
2022 Q2	$1K	Buy	15 +2	+15%	+$177	﹤0.01%	1138
2022 Q1	$1K	Buy	+13	New	+$1.33K	﹤0.01%	1106
2021 Q4	–	Sell	-187	Closed	-$19K	–	1283
2021 Q3	$19K	Buy	+187	New	+$19.5K	﹤0.01%	654
2018 Q2	–	Sell	-384	Closed	-$16K	–	1067
2018 Q1	$16K	Hold	384	–	–	﹤0.01%	529
2017 Q4	$16K	Buy	+384	New	+$15.4K	﹤0.01%	516
2015 Q3	–	Sell	-380	Closed	-$10K	–	646
2015 Q2	$10K	Buy	+380	New	+$10.3K	﹤0.01%	391

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments's IYW Position: Q3 2024 in Review

Gradient Investments sold out of iShares US Technology ETF (IYW) in Q3 2024, closing a stake of 481 shares — an estimated $72.4K sold.

Gradient Investments first reported a position in IYW in Q2 2015 and held it in 14 quarters. The position peaked at $103K in Q4 2023. 1,073 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

Gradient Investments reported no remaining iShares US Technology ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 481 iShares US Technology ETF shares in Q3 2024, an estimated $72.4K.
Gradient Investments first reported a position in iShares US Technology ETF in Q2 2015 and held it in 14 quarters.
Gradient Investments's iShares US Technology ETF position peaked at $103K in Q4 2023.
1,073 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.