PO
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Private Ocean’s iShares US Technology ETF IYW Stock Holding History

Private Ocean’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
Q2 		$366K Buy
+2,433
New +$336K 0.03% 116
2024
Q1 		– Sell
-2,431
Closed -$298K – 512
2023
Q4 		$298K Buy
+2,431
New +$275K 0.03% 120
2023
Q3 		– Sell
-245
Closed -$26.7K – 524
2023
Q2 		$26.7K Sell
245
-2,225
-90% -$219K ﹤0.01% 316
2023
Q1 		$229K Hold
2,470
– – 0.03% 122
2022
Q4 		$184K Buy
+2,470
New +$189K 0.02% 123

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 $18.1B AUM 15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Ocean's IYW Position: Q2 2024 in Review

Private Ocean opened a new position in iShares US Technology ETF (IYW) in Q2 2024: 2,433 shares worth $366K. The stake represents 0.03% of the portfolio and ranks #116 among its holdings. This is a return to the name: Private Ocean previously reported a position in IYW as recently as Q4 2023.

Private Ocean first reported a position in IYW in Q4 2022 and has held it in 5 quarters since. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

  • Private Ocean held 2,433 shares of iShares US Technology ETF worth $366K as of Q2 2024.
  • iShares US Technology ETF was a new Private Ocean position in Q2 2024.
  • iShares US Technology ETF made up 0.03% of Private Ocean's portfolio in Q2 2024, its #116 holding.
  • Private Ocean first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 5 quarters since.
  • 1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.