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Maiden Cove Capital’s iShares US Technology ETF IYW Stock Holding History

Maiden Cove Capital’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 		$472K Sell
2,959
-344
-10% -$54.4K 0.72% 39
2024
Q3 		$501K Buy
3,303
+89
+3% +$13.1K 0.78% 34
2024
Q2 		$436K Buy
+3,214
New +$444K 0.95% 29

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Maiden Cove Capital's IYW Position: Q4 2024 in Review

Maiden Cove Capital reduced its iShares US Technology ETF (IYW) stake by 10% in Q4 2024, selling an estimated $54.4K and leaving 2,959 shares worth $472K. The position accounts for 0.72% of the portfolio, ranked #39.

Maiden Cove Capital first reported a position in IYW in Q2 2024 and has held it in 3 quarters since. The position peaked at $501K in Q3 2024. 1,150 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Maiden Cove Capital held 2,959 shares of iShares US Technology ETF worth $472K as of Q4 2024.
  • Maiden Cove Capital sold 344 iShares US Technology ETF shares in Q4 2024, an estimated $54.4K.
  • iShares US Technology ETF made up 0.72% of Maiden Cove Capital's portfolio in Q4 2024, its #39 holding.
  • Maiden Cove Capital first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 3 quarters since.
  • Maiden Cove Capital's iShares US Technology ETF position peaked at $501K in Q3 2024.
  • 1,150 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.