Heritage Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Heritage Wealth Advisors’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	–	Sell	-85	Closed	-$12.9K	–	632
2024 Q3	$12.9K	Hold	85	–	–	﹤0.01%	427
2024 Q2	$12.8K	Sell	85 -180	-68%	-$24.9K	﹤0.01%	415
2024 Q1	$35.8K	Sell	265 -114	-30%	-$14.8K	﹤0.01%	354
2023 Q4	$46.5K	Sell	379 -179	-32%	-$20.3K	﹤0.01%	342
2023 Q3	$58.5K	Hold	558	–	–	﹤0.01%	285
2023 Q2	$60.7K	Sell	558 -34	-6%	-$3.34K	﹤0.01%	294
2023 Q1	$54.9K	Hold	592	–	–	﹤0.01%	310
2022 Q4	$44.1K	Hold	592	–	–	﹤0.01%	334
2022 Q3	$43.4K	Hold	592	–	–	﹤0.01%	311
2022 Q2	$47K	Hold	592	–	–	﹤0.01%	335
2022 Q1	$61K	Hold	592	–	–	﹤0.01%	295
2021 Q4	$68K	Hold	592	–	–	﹤0.01%	299
2021 Q3	$59.9K	Hold	592	–	–	﹤0.01%	304
2021 Q2	$58.8K	Hold	592	–	–	﹤0.01%	310
2021 Q1	$51.9K	Hold	592	–	–	﹤0.01%	331
2020 Q4	$50K	Sell	592 -8	-1%	-$639	﹤0.01%	326
2020 Q3	$45.2K	Hold	600	–	–	0.01%	276
2020 Q2	$40.5K	Hold	600	–	–	0.01%	271
2020 Q1	$30.7K	Hold	600	–	–	0.01%	281
2019 Q4	$34.9K	Hold	600	–	–	﹤0.01%	326
2019 Q3	$30K	Hold	600	–	–	﹤0.01%	319
2019 Q2	$29.7K	Hold	600	–	–	﹤0.01%	305
2019 Q1	$28.6K	Hold	600	–	–	﹤0.01%	271
2018 Q4	$23K	Buy	+600	New	+$26K	﹤0.01%	252

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Heritage Wealth Advisors's IYW Position: Q4 2024 in Review

Heritage Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q4 2024, closing a stake of 85 shares — an estimated $12.9K sold.

Heritage Wealth Advisors first reported a position in IYW in Q4 2018 and held it in 24 quarters. The position peaked at $68K in Q4 2021. 1,151 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

Heritage Wealth Advisors reported no remaining iShares US Technology ETF position as of Q4 2024 after selling out during the quarter.
Heritage Wealth Advisors sold 85 iShares US Technology ETF shares in Q4 2024, an estimated $12.9K.
Heritage Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2018 and held it in 24 quarters.
Heritage Wealth Advisors's iShares US Technology ETF position peaked at $68K in Q4 2021.
1,151 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Heritage Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.