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

KFG 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
Q1 		– Sell
-30,749
Closed -$3.77M – 160
2023
Q4 		$3.77M Sell
30,749
-9,215
-23% -$1.04M 1.72% 17
2023
Q3 		$4.19M Sell
39,964
-5,742
-13% -$624K 2.28% 13
2023
Q2 		$4.98M Buy
+45,706
New +$4.49M 2.91% 8

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KFG Wealth Management's IYW Position: Q1 2024 in Review

KFG Wealth Management sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 30,749 shares — an estimated $3.77M sold.

KFG Wealth Management first reported a position in IYW in Q2 2023 and held it in 3 quarters. The position peaked at $4.98M in Q2 2023. 974 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • KFG Wealth Management reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
  • KFG Wealth Management sold 30,749 iShares US Technology ETF shares in Q1 2024, an estimated $3.77M.
  • KFG Wealth Management first reported a position in iShares US Technology ETF in Q2 2023 and held it in 3 quarters.
  • KFG Wealth Management's iShares US Technology ETF position peaked at $4.98M in Q2 2023.
  • 974 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on KFG Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.