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Maxwell Wealth Strategies’s iShares US Technology ETF IYW Stock Holding History

Maxwell Wealth Strategies’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 		$4.85M Buy
30,400
+877
+3% +$139K 1.98% 12
2024
Q3 		$4.54M Buy
29,523
+1,439
+5% +$212K 1.93% 14
2024
Q2 		$4.23M Sell
28,084
-35
-0.1% -$4.84K 2.07% 12
2024
Q1 		$3.9M Buy
28,119
+6,705
+31% +$873K 1.98% 12
2023
Q4 		$2.63M Buy
+21,414
New +$2.43M 1.72% 19

Other funds holding IYW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Maxwell Wealth Strategies's IYW Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its iShares US Technology ETF (IYW) stake by 3% in Q4 2024, buying an estimated $139K and bringing the position to 30,400 shares worth $4.85M. The position accounts for 1.98% of the portfolio, ranked #12.

Maxwell Wealth Strategies first reported a position in IYW in Q4 2023 and has held it in 5 quarters since. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Maxwell Wealth Strategies held 30,400 shares of iShares US Technology ETF worth $4.85M as of Q4 2024.
  • Maxwell Wealth Strategies bought 877 iShares US Technology ETF shares in Q4 2024, an estimated $139K.
  • iShares US Technology ETF made up 1.98% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #12 holding.
  • Maxwell Wealth Strategies first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.