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Phillips Financial Management’s iShares US Technology ETF IYW Stock Holding History

Phillips Financial Management’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
Q4 		– Sell
-181
Closed -$27.5K – 269
2024
Q3 		$27.5K Buy
181
+170
+1,545% +$25K ﹤0.01% 232
2024
Q2 		$1.66K Hold
11
– – ﹤0.01% 264
2024
Q1 		$1.49K Sell
11
-22
-67% -$2.86K ﹤0.01% 258
2023
Q4 		$4.06K Buy
+33
New +$3.74K ﹤0.01% 238

Other funds holding IYW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phillips Financial Management's IYW Position: Q4 2024 in Review

Phillips Financial Management sold out of iShares US Technology ETF (IYW) in Q4 2024, closing a stake of 181 shares — an estimated $27.5K sold.

Phillips Financial Management first reported a position in IYW in Q4 2023 and held it in 4 quarters. The position peaked at $27.5K in Q3 2024. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Phillips Financial Management reported no remaining iShares US Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Phillips Financial Management sold 181 iShares US Technology ETF shares in Q4 2024, an estimated $27.5K.
  • Phillips Financial Management first reported a position in iShares US Technology ETF in Q4 2023 and held it in 4 quarters.
  • Phillips Financial Management's iShares US Technology ETF position peaked at $27.5K in Q3 2024.
  • 1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Phillips Financial Management's 13F filing for Q4 2024, filed 10 Feb 2025.