Mark Hillman’s iShares US Technology ETF IYW Stock Holding History

Mark Hillman’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 Q3	–	Sell	-2,250	Closed	-$245K	–	56
2023 Q2	$245K	Buy	+2,250	New	+$221K	0.09%	52

Other funds holding IYW

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mark Hillman's IYW Position: Q3 2023 in Review

Mark Hillman sold out of iShares US Technology ETF (IYW) in Q3 2023, closing a stake of 2,250 shares — an estimated $245K sold.

Mark Hillman first reported a position in IYW in Q2 2023 and held it in 1 quarter. The position peaked at $245K in Q2 2023. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

Mark Hillman reported no remaining iShares US Technology ETF position as of Q3 2023 after selling out during the quarter.
Mark Hillman sold 2,250 iShares US Technology ETF shares in Q3 2023, an estimated $245K.
Mark Hillman first reported a position in iShares US Technology ETF in Q2 2023 and held it in 1 quarter.
Mark Hillman's iShares US Technology ETF position peaked at $245K in Q2 2023.
832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Hillman Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.