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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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. 1,151 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.
1,151 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.