PFO
IYW icon

Pathstone Family Office’s iShares US Technology ETF IYW Stock Holding History

Pathstone Family Office’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 		$5.79M Buy
+55,171
New +$6M 0.04% 244
2022
Q3 		– Sell
-3,128
Closed -$250K – 1256
2022
Q2 		$250K Buy
+3,128
New +$277K 0.01% 870

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Family Office's IYW Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares US Technology ETF (IYW) in Q3 2023: 55,171 shares worth $5.79M. The stake represents 0.04% of the portfolio and ranks #244 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in IYW as recently as Q2 2022.

Pathstone Family Office first reported a position in IYW in Q2 2022 and has held it in 2 quarters since. 831 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

  • Pathstone Family Office held 55,171 shares of iShares US Technology ETF worth $5.79M as of Q3 2023.
  • iShares US Technology ETF was a new Pathstone Family Office position in Q3 2023.
  • iShares US Technology ETF made up 0.04% of Pathstone Family Office's portfolio in Q3 2023, its #244 holding.
  • Pathstone Family Office first reported a position in iShares US Technology ETF in Q2 2022 and has held it in 2 quarters since.
  • 831 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.