Gray Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Gray Wealth Management’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 Q4	$276K	Buy	1,732 +30	+2%	+$4.75K	0.1%	108
2024 Q3	$258K	Buy	1,702 +1	+0.1%	+$147	0.1%	109
2024 Q2	$256K	Hold	1,701	–	–	0.11%	108
2024 Q1	$230K	Hold	1,701	–	–	0.1%	122
2023 Q4	$209K	Sell	1,701 -298	-15%	-$33.8K	0.1%	124
2023 Q3	$210K	Hold	1,999	–	–	0.11%	123
2023 Q2	$218K	Buy	+1,999	New	+$196K	0.11%	115
2022 Q2	–	Sell	-2,077	Closed	-$214K	–	120
2022 Q1	$214K	Sell	2,077 -531	-20%	-$54.2K	0.11%	118
2021 Q4	$300K	Buy	2,608 +1	+0%	+$111	0.15%	92
2021 Q3	$264K	Buy	2,607 +96	+4%	+$10K	0.15%	97
2021 Q2	$250K	Buy	2,511 +1	+0%	+$93	0.14%	98
2021 Q1	$220K	Hold	2,510	–	–	0.14%	104
2020 Q4	$214K	Buy	+2,510	New	+$201K	0.15%	101

Other funds holding IYW

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Gray Wealth Management's IYW Position: Q4 2024 in Review

Gray Wealth Management increased its iShares US Technology ETF (IYW) stake by 1.8% in Q4 2024, buying an estimated $4.75K and bringing the position to 1,732 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #108.

Gray Wealth Management first reported a position in IYW in Q4 2020 and has held it in 13 quarters since. The position peaked at $300K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

Gray Wealth Management held 1,732 shares of iShares US Technology ETF worth $276K as of Q4 2024.
Gray Wealth Management bought 30 iShares US Technology ETF shares in Q4 2024, an estimated $4.75K.
iShares US Technology ETF made up 0.1% of Gray Wealth Management's portfolio in Q4 2024, its #108 holding.
Gray Wealth Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 13 quarters since.
Gray Wealth Management's iShares US Technology ETF position peaked at $300K in Q4 2021.
1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.