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Palladiem’s iShares US Technology ETF IYW Stock Holding History

Palladiem’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
2023
Q3 		$2.26M Buy
+21,550
New +$2.34M 2.44% 17

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Palladiem's IYW Position: Q3 2023 in Review

Palladiem opened a new position in iShares US Technology ETF (IYW) in Q3 2023: 21,550 shares worth $2.26M. The stake represents 2.44% of the portfolio and ranks #17 among its holdings.

832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

  • Palladiem held 21,550 shares of iShares US Technology ETF worth $2.26M as of Q3 2023.
  • iShares US Technology ETF was a new Palladiem position in Q3 2023.
  • iShares US Technology ETF made up 2.44% of Palladiem's portfolio in Q3 2023, its #17 holding.
  • 832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Palladiem's 13F filing for Q3 2023, filed 8 Dec 2023.