Moisand Fitzgerald Tamayo’s iShares US Technology ETF IYW Stock Holding History

Moisand Fitzgerald Tamayo’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	-88	Closed	-$10.8K	–	627
2023 Q4	$10.8K	Buy	+88	New	+$9.97K	﹤0.01%	328
2021 Q2	–	Sell	-912	Closed	-$80K	–	416
2021 Q1	$80K	Hold	912	–	–	0.03%	108
2020 Q4	$78K	Hold	912	–	–	0.04%	109
2020 Q3	$69K	Hold	912	–	–	0.04%	106
2020 Q2	$62K	Hold	912	–	–	0.03%	108
2020 Q1	$47K	Hold	912	–	–	0.03%	115
2019 Q4	$53K	Hold	912	–	–	0.03%	118
2019 Q3	$47K	Hold	912	–	–	0.03%	120
2019 Q2	$45K	Hold	912	–	–	0.02%	120
2019 Q1	$43K	Hold	912	–	–	0.02%	124
2018 Q4	$36K	Hold	912	–	–	0.02%	124
2018 Q3	$44K	Hold	912	–	–	0.02%	129
2018 Q2	$41K	Hold	912	–	–	0.02%	129
2018 Q1	$38K	Hold	912	–	–	0.02%	133
2017 Q4	$37K	Hold	912	–	–	0.02%	119
2017 Q3	$34K	Buy	+912	New	+$33.4K	0.02%	131
2016 Q2	–	Sell	-912	Closed	-$25K	–	124
2016 Q1	$25K	Hold	912	–	–	0.02%	123
2015 Q4	$24K	Buy	+912	New	+$24.6K	0.02%	118

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's IYW Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 88 shares — an estimated $10.8K sold.

Moisand Fitzgerald Tamayo first reported a position in IYW in Q4 2015 and held it in 18 quarters. The position peaked at $80K in Q1 2021. 974 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

Moisand Fitzgerald Tamayo reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 88 iShares US Technology ETF shares in Q1 2024, an estimated $10.8K.
Moisand Fitzgerald Tamayo first reported a position in iShares US Technology ETF in Q4 2015 and held it in 18 quarters.
Moisand Fitzgerald Tamayo's iShares US Technology ETF position peaked at $80K in Q1 2021.
974 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.