HCM
IYW icon

Hillman Capital Management’s iShares US Technology ETF IYW Stock Holding History

Hillman Capital 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
2023
Q3 		– Sell
-2,250
Closed -$245K – 56
2023
Q2 		$245K Buy
+2,250
New +$221K 0.09% 52

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hillman Capital Management's IYW Position: Q3 2023 in Review

Hillman Capital Management sold out of iShares US Technology ETF (IYW) in Q3 2023, closing a stake of 2,250 shares — an estimated $245K sold.

Hillman Capital Management first reported a position in IYW in Q2 2023 and held it in 1 quarter. The position peaked at $245K in Q2 2023. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

  • Hillman Capital Management reported no remaining iShares US Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Hillman Capital Management sold 2,250 iShares US Technology ETF shares in Q3 2023, an estimated $245K.
  • Hillman Capital Management first reported a position in iShares US Technology ETF in Q2 2023 and held it in 1 quarter.
  • Hillman Capital Management's iShares US Technology ETF position peaked at $245K in Q2 2023.
  • 832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Hillman Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.