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Opal Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Opal Wealth 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
-52
Closed -$7.83K – 690
2024
Q2 		$7.83K Buy
+52
New +$7.19K ﹤0.01% 711

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

Opal Wealth Advisors's IYW Position: Q3 2024 in Review

Opal Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q3 2024, closing a stake of 52 shares — an estimated $7.83K sold.

Opal Wealth Advisors first reported a position in IYW in Q2 2024 and held it in 1 quarter. The position peaked at $7.83K in Q2 2024. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • Opal Wealth Advisors reported no remaining iShares US Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 52 iShares US Technology ETF shares in Q3 2024, an estimated $7.83K.
  • Opal Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's iShares US Technology ETF position peaked at $7.83K in Q2 2024.
  • 1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.