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Morningstar Investment Services’s iShares US Technology ETF IYW Stock Holding History

Morningstar Investment Services’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 		– Sell
-26,312
Closed -$3.97M – 266
2024
Q3 		$3.97M Buy
26,312
+6,720
+34% +$988K 0.04% 148
2024
Q2 		$2.96M Buy
19,592
+5,837
+42% +$807K 0.03% 150
2024
Q1 		$1.86M Sell
13,755
-2,943
-18% -$383K 0.02% 164
2023
Q4 		$2.06M Buy
16,698
+13,849
+486% +$1.57M 0.01% 186
2023
Q3 		$298K Buy
+2,849
New +$310K ﹤0.01% 245

Other funds holding IYW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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

Morningstar Investment Services's IYW Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares US Technology ETF (IYW) in Q4 2024, closing a stake of 26,312 shares — an estimated $3.97M sold.

Morningstar Investment Services first reported a position in IYW in Q3 2023 and held it in 5 quarters. The position peaked at $3.97M in Q3 2024. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares US Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 26,312 iShares US Technology ETF shares in Q4 2024, an estimated $3.97M.
  • Morningstar Investment Services first reported a position in iShares US Technology ETF in Q3 2023 and held it in 5 quarters.
  • Morningstar Investment Services's iShares US Technology ETF position peaked at $3.97M in Q3 2024.
  • 1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.