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IYW icon

LWMG LLC’s iShares US Technology ETF IYW Stock Holding History

LWMG LLC’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 		$2.14M Buy
14,101
+161
+1% +$23.7K 0.41% 23
2024
Q2 		$2.1M Sell
13,940
-5
-0% -$691 0.44% 25
2024
Q1 		$1.88M Sell
13,945
-2,448
-15% -$319K 0.43% 24
2023
Q4 		$2.01M Sell
16,393
-149
-0.9% -$16.9K 0.49% 24
2023
Q3 		$1.74M Sell
16,542
-1,246
-7% -$135K 0.48% 25
2023
Q2 		$1.94M Sell
17,788
-868
-5% -$85.3K 0.54% 25
2023
Q1 		$1.73M Sell
18,656
-5,046
-21% -$423K 0.54% 25
2022
Q4 		$1.77M Buy
+23,702
New +$1.81M 0.63% 30

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWMG LLC's IYW Position: Q3 2024 in Review

LWMG LLC increased its iShares US Technology ETF (IYW) stake by 1.2% in Q3 2024, buying an estimated $23.7K and bringing the position to 14,101 shares worth $2.14M. The position accounts for 0.41% of the portfolio, ranked #23.

LWMG LLC first reported a position in IYW in Q4 2022 and has held it in 8 quarters since. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • LWMG LLC held 14,101 shares of iShares US Technology ETF worth $2.14M as of Q3 2024.
  • LWMG LLC bought 161 iShares US Technology ETF shares in Q3 2024, an estimated $23.7K.
  • iShares US Technology ETF made up 0.41% of LWMG LLC's portfolio in Q3 2024, its #23 holding.
  • LWMG LLC first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.