Howe & Rusling’s iShares US Technology ETF IYW Stock Holding History

Howe & Rusling’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	-6	Closed	-$910	–	440
2024 Q3	$910	Buy	+6	New	+$882	﹤0.01%	400

Other funds holding IYW

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Howe & Rusling's IYW Position: Q4 2024 in Review

Howe & Rusling sold out of iShares US Technology ETF (IYW) in Q4 2024, closing a stake of 6 shares — an estimated $910 sold.

Howe & Rusling first reported a position in IYW in Q3 2024 and held it in 1 quarter. The position peaked at $910 in Q3 2024. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

Howe & Rusling reported no remaining iShares US Technology ETF position as of Q4 2024 after selling out during the quarter.
Howe & Rusling sold 6 iShares US Technology ETF shares in Q4 2024, an estimated $910.
Howe & Rusling first reported a position in iShares US Technology ETF in Q3 2024 and held it in 1 quarter.
Howe & Rusling's iShares US Technology ETF position peaked at $910 in Q3 2024.
1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.