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LWM Advisory Services’s iShares US Technology ETF IYW Stock Holding History

LWM Advisory Services’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
Q4 		– Sell
-381
Closed -$40K – 121
2023
Q3 		$40K Buy
+381
New +$41.4K 0.04% 96

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LWM Advisory Services's IYW Position: Q4 2023 in Review

LWM Advisory Services sold out of iShares US Technology ETF (IYW) in Q4 2023, closing a stake of 381 shares — an estimated $40K sold.

LWM Advisory Services first reported a position in IYW in Q3 2023 and held it in 1 quarter. The position peaked at $40K in Q3 2023. 950 funds tracked by Wall St. Rank hold IYW as of Q4 2023.

  • LWM Advisory Services reported no remaining iShares US Technology ETF position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 381 iShares US Technology ETF shares in Q4 2023, an estimated $40K.
  • LWM Advisory Services first reported a position in iShares US Technology ETF in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's iShares US Technology ETF position peaked at $40K in Q3 2023.
  • 950 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.