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Mitchell Sinkler & Starr’s iShares US Technology ETF IYW Stock Holding History

Mitchell Sinkler & Starr’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
Q1 		– Sell
-700
Closed -$85.9K – 214
2023
Q4 		$85.9K Buy
+700
New +$79.3K 0.02% 181

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mitchell Sinkler & Starr's IYW Position: Q1 2024 in Review

Mitchell Sinkler & Starr sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 700 shares — an estimated $85.9K sold.

Mitchell Sinkler & Starr first reported a position in IYW in Q4 2023 and held it in 1 quarter. The position peaked at $85.9K in Q4 2023. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • Mitchell Sinkler & Starr reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 700 iShares US Technology ETF shares in Q1 2024, an estimated $85.9K.
  • Mitchell Sinkler & Starr first reported a position in iShares US Technology ETF in Q4 2023 and held it in 1 quarter.
  • Mitchell Sinkler & Starr's iShares US Technology ETF position peaked at $85.9K in Q4 2023.
  • 972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2024, filed 30 Apr 2024.