OWMIAS
IYW icon

One Wealth Management Investment & Advisory Services’s iShares US Technology ETF IYW Stock Holding History

One Wealth Management Investment & Advisory 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
Q3 		– Sell
-23,465
Closed -$3.53M – 90
2024
Q2 		$3.53M Sell
23,465
-1,083
-4% -$150K 1.41% 14
2024
Q1 		$3.32M Buy
24,548
+1,164
+5% +$152K 1.36% 16
2023
Q4 		$2.87M Buy
+23,384
New +$2.65M 1.28% 14

Other funds holding IYW

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

One Wealth Management Investment & Advisory Services's IYW Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares US Technology ETF (IYW) in Q3 2024, closing a stake of 23,465 shares — an estimated $3.53M sold.

One Wealth Management Investment & Advisory Services first reported a position in IYW in Q4 2023 and held it in 3 quarters. The position peaked at $3.53M in Q2 2024. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining iShares US Technology ETF position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 23,465 iShares US Technology ETF shares in Q3 2024, an estimated $3.53M.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares US Technology ETF in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's iShares US Technology ETF position peaked at $3.53M in Q2 2024.
  • 1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.