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Legacy Investment Solutions’s iShares US Technology ETF IYW Stock Holding History

Legacy Investment Solutions’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
Q4 		– Sell
-392
Closed -$62.7K – 788
2024
Q3 		$62.7K Buy
+392
New +$57.6K 0.04% 107

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Legacy Investment Solutions's IYW Position: Q4 2024 in Review

Legacy Investment Solutions sold out of iShares US Technology ETF (IYW) in Q4 2024, closing a stake of 392 shares — an estimated $62.7K sold.

Legacy Investment Solutions first reported a position in IYW in Q3 2024 and held it in 1 quarter. The position peaked at $62.7K in Q3 2024. 1,151 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Legacy Investment Solutions reported no remaining iShares US Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 392 iShares US Technology ETF shares in Q4 2024, an estimated $62.7K.
  • Legacy Investment Solutions first reported a position in iShares US Technology ETF in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's iShares US Technology ETF position peaked at $62.7K in Q3 2024.
  • 1,151 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.