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Peterson Financial Group’s iShares US Technology ETF IYW Stock Holding History

Peterson Financial Group’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 		$5.01K Buy
+33
New +$4.85K 0.02% 293

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

Peterson Financial Group's IYW Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares US Technology ETF (IYW) in Q3 2024: 33 shares worth $5.01K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings.

1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • Peterson Financial Group held 33 shares of iShares US Technology ETF worth $5.01K as of Q3 2024.
  • iShares US Technology ETF was a new Peterson Financial Group position in Q3 2024.
  • iShares US Technology ETF made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #293 holding.
  • 1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.