Oarsman Capital’s iShares US Technology ETF IYW Stock Holding History

Oarsman Capital’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	-7	Closed	-$1.06K	–	919
2024 Q3	$1.06K	Buy	+7	New	+$1.03K	﹤0.01%	876

Other funds holding IYW

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oarsman Capital's IYW Position: Q4 2024 in Review

Oarsman Capital sold out of iShares US Technology ETF (IYW) in Q4 2024, closing a stake of 7 shares — an estimated $1.06K sold.

Oarsman Capital first reported a position in IYW in Q3 2024 and held it in 1 quarter. The position peaked at $1.06K in Q3 2024. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

Oarsman Capital reported no remaining iShares US Technology ETF position as of Q4 2024 after selling out during the quarter.
Oarsman Capital sold 7 iShares US Technology ETF shares in Q4 2024, an estimated $1.06K.
Oarsman Capital first reported a position in iShares US Technology ETF in Q3 2024 and held it in 1 quarter.
Oarsman Capital's iShares US Technology ETF position peaked at $1.06K in Q3 2024.
1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Oarsman Capital's 13F filing for Q4 2024, filed 13 Feb 2025.