Halpern Financial’s iShares US Technology ETF IYW Stock Holding History

Halpern Financial’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	$17.9K	Hold	120	–	–	﹤0.01%	133
2024 Q2	$18.1K	Hold	120	–	–	0.01%	130
2024 Q1	$16.2K	Hold	120	–	–	﹤0.01%	147
2023 Q4	$14.2K	Hold	120	–	–	﹤0.01%	168
2023 Q3	$12.6K	Hold	120	–	–	﹤0.01%	144
2023 Q2	$13.1K	Hold	120	–	–	﹤0.01%	136
2023 Q1	$11.1K	Hold	120	–	–	﹤0.01%	130
2022 Q4	$8.94K	Hold	120	–	–	﹤0.01%	140
2022 Q3	$8.8K	Hold	120	–	–	﹤0.01%	147
2022 Q2	$9.59K	Hold	120	–	–	﹤0.01%	167
2022 Q1	$12.4K	Hold	120	–	–	﹤0.01%	162
2021 Q4	$13.8K	Hold	120	–	–	0.01%	163
2021 Q3	$12.2K	Hold	120	–	–	0.01%	161
2021 Q2	$11.9K	Hold	120	–	–	0.01%	137
2021 Q1	$10.5K	Hold	120	–	–	0.01%	136
2020 Q4	$10.2K	Hold	120	–	–	0.01%	120
2020 Q3	$9.03K	Buy	+120	New	+$8.76K	0.01%	116

Other funds holding IYW

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Halpern Financial's IYW Position: Q3 2024 in Review

Halpern Financial held its iShares US Technology ETF (IYW) position steady in Q3 2024 at 120 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #133.

Halpern Financial first reported a position in IYW in Q3 2020 and has held it in 17 quarters since. The position peaked at $18.1K in Q2 2024. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

Halpern Financial held 120 shares of iShares US Technology ETF worth $17.9K as of Q3 2024.
Halpern Financial left its iShares US Technology ETF share count unchanged in Q3 2024.
iShares US Technology ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #133 holding.
Halpern Financial first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 17 quarters since.
Halpern Financial's iShares US Technology ETF position peaked at $18.1K in Q2 2024.
1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.