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Norden Group’s iShares US Technology ETF IYW Stock Holding History

Norden Group’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
-56,358
Closed -$8.55M – 544
2024
Q3 		$8.55M Buy
56,358
+1,931
+4% +$284K 1.01% 14
2024
Q2 		$8.19M Buy
54,427
+6,700
+14% +$926K 1.66% 8
2024
Q1 		$6.45M Buy
+47,727
New +$6.21M 1.31% 11

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
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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

Norden Group's IYW Position: Q4 2024 in Review

Norden Group sold out of iShares US Technology ETF (IYW) in Q4 2024, closing a stake of 56,358 shares — an estimated $8.55M sold.

Norden Group first reported a position in IYW in Q1 2024 and held it in 3 quarters. The position peaked at $8.55M in Q3 2024. 1,150 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Norden Group reported no remaining iShares US Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Norden Group sold 56,358 iShares US Technology ETF shares in Q4 2024, an estimated $8.55M.
  • Norden Group first reported a position in iShares US Technology ETF in Q1 2024 and held it in 3 quarters.
  • Norden Group's iShares US Technology ETF position peaked at $8.55M in Q3 2024.
  • 1,150 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Norden Group's 13F filing for Q4 2024, filed 5 Feb 2025.