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Private Capital Management (Colorado)’s iShares US Technology ETF IYW Stock Holding History

Private Capital Management (Colorado)’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
-355
Closed -$53.8K – 247
2024
Q3 		$53.8K Buy
+355
New +$52.2K 0.01% 229

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PCH
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Bank of America
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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

Private Capital Management (Colorado)'s IYW Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of iShares US Technology ETF (IYW) in Q4 2024, closing a stake of 355 shares — an estimated $53.8K sold.

Private Capital Management (Colorado) first reported a position in IYW in Q3 2024 and held it in 1 quarter. The position peaked at $53.8K in Q3 2024. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Private Capital Management (Colorado) reported no remaining iShares US Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 355 iShares US Technology ETF shares in Q4 2024, an estimated $53.8K.
  • Private Capital Management (Colorado) first reported a position in iShares US Technology ETF in Q3 2024 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s iShares US Technology ETF position peaked at $53.8K in Q3 2024.
  • 1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.