IWP
IYW icon

Icon Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Icon Wealth Partners’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 		$7.53M Sell
71,728
-61,669
-46% -$6.71M 0.86% 24
2023
Q2 		$14.5M Buy
133,397
+9,907
+8% +$973K 1.54% 15
2023
Q1 		$11.5M Buy
+123,490
New +$10.4M 1.25% 17

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

Icon Wealth Partners's IYW Position: Q3 2023 in Review

Icon Wealth Partners reduced its iShares US Technology ETF (IYW) stake by 46% in Q3 2023, selling an estimated $6.71M and leaving 71,728 shares worth $7.53M. The position accounts for 0.86% of the portfolio, ranked #24.

Icon Wealth Partners first reported a position in IYW in Q1 2023 and has held it in 3 quarters since. The position peaked at $14.5M in Q2 2023. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

  • Icon Wealth Partners held 71,728 shares of iShares US Technology ETF worth $7.53M as of Q3 2023.
  • Icon Wealth Partners sold 61,669 iShares US Technology ETF shares in Q3 2023, an estimated $6.71M.
  • iShares US Technology ETF made up 0.86% of Icon Wealth Partners's portfolio in Q3 2023, its #24 holding.
  • Icon Wealth Partners first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's iShares US Technology ETF position peaked at $14.5M in Q2 2023.
  • 832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.