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IYW icon

Pariax’s iShares US Technology ETF IYW Stock Holding History

Pariax’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
Q4 		$1.34M Hold
10,949
– – 3.03% 10
2023
Q3 		$1.15M Sell
10,949
-8,912
-45% -$969K 3.58% 8
2023
Q2 		$2.16M Sell
19,861
-9,277
-32% -$911K 6.79% 7
2023
Q1 		$2.7M Sell
29,138
-55,050
-65% -$4.62M 8.23% 7
2022
Q4 		$6.27M Buy
84,188
+195
+0.2% +$14.9K 7.78% 1
2022
Q3 		$6.16M Buy
83,993
+479
+0.6% +$40.6K 7.08% 1
2022
Q2 		$6.68M Buy
83,514
+2,013
+2% +$178K 7.38% 1
2022
Q1 		$8.4M Buy
81,501
+8,551
+12% +$873K 7.92% 1
2021
Q4 		$8.38M Buy
+72,950
New +$8.1M 7.9% 1

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pariax's IYW Position: Q4 2023 in Review

Pariax held its iShares US Technology ETF (IYW) position steady in Q4 2023 at 10,949 shares worth $1.34M. The position accounts for 3.03% of the portfolio, ranked #10.

Pariax first reported a position in IYW in Q4 2021 and has held it in 9 quarters since. The position peaked at $8.4M in Q1 2022. 949 funds tracked by Wall St. Rank hold IYW as of Q4 2023.

  • Pariax held 10,949 shares of iShares US Technology ETF worth $1.34M as of Q4 2023.
  • Pariax left its iShares US Technology ETF share count unchanged in Q4 2023.
  • iShares US Technology ETF made up 3.03% of Pariax's portfolio in Q4 2023, its #10 holding.
  • Pariax first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 9 quarters since.
  • Pariax's iShares US Technology ETF position peaked at $8.4M in Q1 2022.
  • 949 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2023.

Based on Pariax's 13F filing for Q4 2023, filed 14 Feb 2024.