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New England Capital Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

New England Capital Financial Advisors’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
Q3 		– Sell
-27
Closed -$4.07K – 406
2024
Q2 		$4.07K Buy
+27
New +$3.73K ﹤0.01% 284

Other funds holding IYW

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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New England Capital Financial Advisors's IYW Position: Q3 2024 in Review

New England Capital Financial Advisors sold out of iShares US Technology ETF (IYW) in Q3 2024, closing a stake of 27 shares — an estimated $4.07K sold.

New England Capital Financial Advisors first reported a position in IYW in Q2 2024 and held it in 1 quarter. The position peaked at $4.07K in Q2 2024. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • New England Capital Financial Advisors reported no remaining iShares US Technology ETF position as of Q3 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 27 iShares US Technology ETF shares in Q3 2024, an estimated $4.07K.
  • New England Capital Financial Advisors first reported a position in iShares US Technology ETF in Q2 2024 and held it in 1 quarter.
  • New England Capital Financial Advisors's iShares US Technology ETF position peaked at $4.07K in Q2 2024.
  • 1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on New England Capital Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.