Kowal Investment Group’s iShares US Technology ETF IYW Stock Holding History

Kowal Investment Group’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 Q3	$605K	Sell	3,993 -96	-2%	-$14.1K	0.11%	102
2024 Q2	$615K	Buy	4,089 +1,425	+53%	+$197K	0.12%	90
2024 Q1	$360K	Sell	2,664 -141	-5%	-$18.4K	0.08%	123
2023 Q4	$344K	Buy	2,805 +877	+45%	+$99.3K	0.08%	115
2023 Q3	$202K	Sell	1,928 -891	-32%	-$96.9K	0.05%	147
2023 Q2	$307K	Sell	2,819 -383	-12%	-$37.6K	0.08%	121
2023 Q1	$297K	Buy	3,202 +293	+10%	+$24.6K	0.08%	117
2022 Q4	$217K	Buy	+2,909	New	+$223K	0.06%	146
2021 Q4	–	Sell	-413	Closed	-$42K	–	535
2021 Q3	$42K	Buy	+413	New	+$43.1K	0.01%	267

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kowal Investment Group's IYW Position: Q3 2024 in Review

Kowal Investment Group reduced its iShares US Technology ETF (IYW) stake by 2.3% in Q3 2024, selling an estimated $14.1K and leaving 3,993 shares worth $605K. The position accounts for 0.11% of the portfolio, ranked #102.

Kowal Investment Group first reported a position in IYW in Q3 2021 and has held it in 9 quarters since. The position peaked at $615K in Q2 2024. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

Kowal Investment Group held 3,993 shares of iShares US Technology ETF worth $605K as of Q3 2024.
Kowal Investment Group sold 96 iShares US Technology ETF shares in Q3 2024, an estimated $14.1K.
iShares US Technology ETF made up 0.11% of Kowal Investment Group's portfolio in Q3 2024, its #102 holding.
Kowal Investment Group first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 9 quarters since.
Kowal Investment Group's iShares US Technology ETF position peaked at $615K in Q2 2024.
1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.