PPP
IYW icon

Private Portfolio Partners’s iShares US Technology ETF IYW Stock Holding History

Private Portfolio Partners’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 		$212K Hold
1,328
– – 0.04% 280
2024
Q3 		$201K Buy
+1,328
New +$195K 0.04% 285
2022
Q1 		– Sell
-1,775
Closed -$204K – 296
2021
Q4 		$204K Buy
+1,775
New +$197K 0.05% 267
2021
Q3 		– Sell
-2,150
Closed -$214K – 263
2021
Q2 		$214K Buy
+2,150
New +$201K 0.06% 243

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

Private Portfolio Partners's IYW Position: Q4 2024 in Review

Private Portfolio Partners held its iShares US Technology ETF (IYW) position steady in Q4 2024 at 1,328 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #280.

Private Portfolio Partners first reported a position in IYW in Q2 2021 and has held it in 4 quarters since. The position peaked at $214K in Q2 2021. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Private Portfolio Partners held 1,328 shares of iShares US Technology ETF worth $212K as of Q4 2024.
  • Private Portfolio Partners left its iShares US Technology ETF share count unchanged in Q4 2024.
  • iShares US Technology ETF made up 0.04% of Private Portfolio Partners's portfolio in Q4 2024, its #280 holding.
  • Private Portfolio Partners first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 4 quarters since.
  • Private Portfolio Partners's iShares US Technology ETF position peaked at $214K in Q2 2021.
  • 1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.