Householder Group Estate & Retirement Specialist’s iShares US Technology ETF IYW Stock Holding History

Householder Group Estate & Retirement Specialist’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	$0	Sell	4 -21,851	-100%	-$3.46M	﹤0.01%	884
2024 Q3	$3.31M	Sell	21,855 -2,164	-9%	-$318K	0.97%	21
2024 Q2	$3.61M	Sell	24,019 -6,129	-20%	-$847K	1.01%	21
2024 Q1	$4.07M	Buy	30,148 +13,484	+81%	+$1.76M	1.21%	16
2023 Q4	$2.04M	Sell	16,664 -1,247	-7%	-$141K	0.67%	31
2023 Q3	$1.88M	Buy	+17,911	New	+$1.95M	0.68%	30
2023 Q1	$1.96M	Buy	+21,072	New	+$1.77M	0.75%	24
2022 Q4	–	Sell	-22,424	Closed	-$1.65M	–	734
2022 Q3	$1.65M	Sell	22,424 -354	-2%	-$30K	0.68%	27
2022 Q2	$1.82M	Sell	22,778 -93	-0.4%	-$8.23K	0.81%	26
2022 Q1	$2.36M	Sell	22,871 -131	-0.6%	-$13.4K	0.95%	23
2021 Q4	$2.64M	Buy	+23,002	New	+$2.55M	0.98%	22

Other funds holding IYW

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist's IYW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares US Technology ETF (IYW) stake by 100% in Q4 2024, selling an estimated $3.46M and leaving 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Householder Group Estate & Retirement Specialist first reported a position in IYW in Q4 2021 and has held it in 11 quarters since. The position peaked at $4.07M in Q1 2024. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

Householder Group Estate & Retirement Specialist held 4 shares of iShares US Technology ETF worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 21,851 iShares US Technology ETF shares in Q4 2024, an estimated $3.46M.
iShares US Technology ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #884 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's iShares US Technology ETF position peaked at $4.07M in Q1 2024.
1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.