ICA Group Wealth Management’s iShares US Technology ETF IYW Stock Holding History

ICA Group Wealth 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
2024 Q2	$18.8K	Sell	125 -1,309	-91%	-$181K	0.01%	369
2024 Q1	$194K	Buy	1,434 +5	+0.3%	+$651	0.04%	288
2023 Q4	$175K	Buy	+1,429	New	+$162K	0.04%	278
2023 Q3	–	Sell	-2,549	Closed	-$277K	–	720
2023 Q2	$277K	Buy	2,549 +1,882	+282%	+$185K	0.07%	186
2023 Q1	$61.9K	Sell	667 -1,576	-70%	-$132K	0.01%	434
2022 Q4	$169K	Buy	+2,243	New	+$172K	0.04%	277

Other funds holding IYW

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ICA Group Wealth Management's IYW Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares US Technology ETF (IYW) stake by 91% in Q2 2024, selling an estimated $181K and leaving 125 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #369.

ICA Group Wealth Management first reported a position in IYW in Q4 2022 and has held it in 6 quarters since. The position peaked at $277K in Q2 2023. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

ICA Group Wealth Management held 125 shares of iShares US Technology ETF worth $18.8K as of Q2 2024.
ICA Group Wealth Management sold 1,309 iShares US Technology ETF shares in Q2 2024, an estimated $181K.
iShares US Technology ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #369 holding.
ICA Group Wealth Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's iShares US Technology ETF position peaked at $277K in Q2 2023.
1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.