Lumature Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$29.5K	Hold	271	–	–	0.02%	249
2023 Q1	$25.2K	Hold	271	–	–	0.01%	262
2022 Q4	$20.2K	Hold	271	–	–	0.01%	271
2022 Q3	$20K	Hold	271	–	–	0.01%	283
2022 Q2	$22K	Hold	271	–	–	0.01%	281
2022 Q1	$28K	Hold	271	–	–	0.01%	291
2021 Q4	$31K	Hold	271	–	–	0.01%	264
2021 Q3	$27K	Buy	+271	New	+$28.3K	0.01%	267

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lumature Wealth Partners's IYW Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares US Technology ETF (IYW) position steady in Q2 2023 at 271 shares worth $29.5K. The position accounts for 0.02% of the portfolio, ranked #249.

Lumature Wealth Partners first reported a position in IYW in Q3 2021 and has held it in 8 quarters since. The position peaked at $31K in Q4 2021. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

Lumature Wealth Partners held 271 shares of iShares US Technology ETF worth $29.5K as of Q2 2023.
Lumature Wealth Partners left its iShares US Technology ETF share count unchanged in Q2 2023.
iShares US Technology ETF made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #249 holding.
Lumature Wealth Partners first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 8 quarters since.
Lumature Wealth Partners's iShares US Technology ETF position peaked at $31K in Q4 2021.
828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.