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Jag Capital Management’s iShares US Technology ETF IYW Stock Holding History

Jag Capital 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 		– Sell
-2,000
Closed -$270K – 144
2024
Q1 		$270K Hold
2,000
– – 0.04% 113
2023
Q4 		$246K Hold
2,000
– – 0.04% 114
2023
Q3 		$210K Hold
2,000
– – 0.03% 161
2023
Q2 		$218K Buy
+2,000
New +$196K 0.03% 160
2022
Q1 		– Sell
-2,000
Closed -$230K – 238
2021
Q4 		$230K Hold
2,000
– – 0.02% 200
2021
Q3 		$203K Buy
+2,000
New +$209K 0.02% 212

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jag Capital Management's IYW Position: Q2 2024 in Review

Jag Capital Management sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 2,000 shares — an estimated $270K sold.

Jag Capital Management first reported a position in IYW in Q3 2021 and held it in 6 quarters. The position peaked at $270K in Q1 2024. 1,032 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

  • Jag Capital Management reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Jag Capital Management sold 2,000 iShares US Technology ETF shares in Q2 2024, an estimated $270K.
  • Jag Capital Management first reported a position in iShares US Technology ETF in Q3 2021 and held it in 6 quarters.
  • Jag Capital Management's iShares US Technology ETF position peaked at $270K in Q1 2024.
  • 1,032 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Jag Capital Management's 13F filing for Q2 2024, filed 30 Jul 2024.