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New Potomac Partners’s iShares US Technology ETF IYW Stock Holding History

New Potomac Partners’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 		$2.37M Sell
15,632
-255
-2% -$37.5K 1.22% 35
2024
Q2 		$2.39M Sell
15,887
-497
-3% -$68.7K 1.31% 33
2024
Q1 		$2.21M Sell
16,384
-899
-5% -$117K 1.23% 35
2023
Q4 		$2.12M Sell
17,283
-425
-2% -$48.1K 1.26% 34
2023
Q3 		$1.86M Sell
17,708
-1,002
-5% -$109K 1.28% 35
2023
Q2 		$2.04M Sell
18,710
-7,713
-29% -$758K 1.34% 34
2023
Q1 		$2.45M Sell
26,423
-303
-1% -$25.4K 1.7% 24
2022
Q4 		$1.99M Sell
26,726
-595
-2% -$45.5K 1.47% 32
2022
Q3 		$2M Sell
27,321
-930
-3% -$78.9K 1.69% 26
2022
Q2 		$2.26M Sell
28,251
-266
-0.9% -$23.5K 1.81% 21
2022
Q1 		$2.94M Sell
28,517
-1,732
-6% -$177K 2.07% 17
2021
Q4 		$3.47M Sell
30,249
-1,835
-6% -$204K 2.25% 15
2021
Q3 		$3.25M Sell
32,084
-2,106
-6% -$220K 2.24% 16
2021
Q2 		$3.4M Sell
34,190
-2,130
-6% -$199K 2.31% 17
2021
Q1 		$3.19M Sell
36,320
-80
-0.2% -$7.01K 2.34% 15
2020
Q4 		$3.1M Sell
36,400
-1,112
-3% -$88.8K 2.24% 15
2020
Q3 		$2.82M Sell
37,512
-2,960
-7% -$216K 2.25% 14
2020
Q2 		$2.73M Buy
40,472
+380
+0.9% +$22.9K 2.44% 11
2020
Q1 		$2.05M Buy
40,092
+460
+1% +$26.7K 2.24% 15
2019
Q4 		$2.31M Buy
39,632
+144
+0.4% +$7.83K 2.15% 16
2019
Q3 		$2.02M Sell
39,488
-700
-2% -$35.6K 2.02% 17
2019
Q2 		$1.99M Sell
40,188
-800
-2% -$39.1K 2.02% 20
2019
Q1 		$1.95M Buy
40,988
+5,400
+15% +$240K 1.98% 20
2018
Q4 		$1.42M Sell
35,588
-1,932
-5% -$83.7K 1.53% 32
2018
Q3 		$1.82M Hold
37,520
– – 1.69% 30
2018
Q2 		$1.67M Sell
37,520
-976
-3% -$43.2K 1.62% 34
2018
Q1 		$1.62M Sell
38,496
-344
-0.9% -$14.8K 1.59% 34
2017
Q4 		$1.58M Buy
+38,840
New +$1.56M 1.51% 36

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $672B AUM 33.48% 1-Year Est. Return

New Potomac Partners's IYW Position: Q3 2024 in Review

New Potomac Partners reduced its iShares US Technology ETF (IYW) stake by 1.6% in Q3 2024, selling an estimated $37.5K and leaving 15,632 shares worth $2.37M. The position accounts for 1.22% of the portfolio, ranked #35.

New Potomac Partners first reported a position in IYW in Q4 2017 and has held it in 28 quarters since. The position peaked at $3.47M in Q4 2021. 1,073 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • New Potomac Partners held 15,632 shares of iShares US Technology ETF worth $2.37M as of Q3 2024.
  • New Potomac Partners sold 255 iShares US Technology ETF shares in Q3 2024, an estimated $37.5K.
  • iShares US Technology ETF made up 1.22% of New Potomac Partners's portfolio in Q3 2024, its #35 holding.
  • New Potomac Partners first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 28 quarters since.
  • New Potomac Partners's iShares US Technology ETF position peaked at $3.47M in Q4 2021.
  • 1,073 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.