HeadInvest LLC’s iShares US Technology ETF IYW Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-400	Closed	-$42.5K	–	463
2023 Q3	$42.5K	Buy	+400	New	+$43.5K	0.01%	369

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HeadInvest LLC's IYW Position: Q4 2023 in Review

HeadInvest LLC sold out of iShares US Technology ETF (IYW) in Q4 2023, closing a stake of 400 shares — an estimated $42.5K sold.

HeadInvest LLC first reported a position in IYW in Q3 2023 and held it in 1 quarter. The position peaked at $42.5K in Q3 2023. 949 funds tracked by Wall St. Rank hold IYW as of Q4 2023.

HeadInvest LLC reported no remaining iShares US Technology ETF position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 400 iShares US Technology ETF shares in Q4 2023, an estimated $42.5K.
HeadInvest LLC first reported a position in iShares US Technology ETF in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's iShares US Technology ETF position peaked at $42.5K in Q3 2023.
949 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.