IPW
IYW icon

Impact Partnership Wealth’s iShares US Technology ETF IYW Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-26
Closed -$3.19K – 792
2023
Q4 		$3.19K Sell
26
-94
-78% -$10.6K ﹤0.01% 632
2023
Q3 		$12.6K Buy
120
+108
+900% +$11.7K ﹤0.01% 555
2023
Q2 		$1.31K Buy
+12
New +$1.18K ﹤0.01% 753

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Impact Partnership Wealth's IYW Position: Q1 2024 in Review

Impact Partnership Wealth sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 26 shares — an estimated $3.19K sold.

Impact Partnership Wealth first reported a position in IYW in Q2 2023 and held it in 3 quarters. The position peaked at $12.6K in Q3 2023. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • Impact Partnership Wealth reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 26 iShares US Technology ETF shares in Q1 2024, an estimated $3.19K.
  • Impact Partnership Wealth first reported a position in iShares US Technology ETF in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's iShares US Technology ETF position peaked at $12.6K in Q3 2023.
  • 972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.