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Punch & Associates Investment Management’s iShares US Technology ETF IYW Stock Holding History

Punch & Associates Investment 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
2023
Q3 		– Sell
-71
Closed -$7.76K – 237
2023
Q2 		$7.76K Hold
71
– – ﹤0.01% 232
2023
Q1 		$6.62K Hold
71
– – ﹤0.01% 227
2022
Q4 		$5.31K Hold
71
– – ﹤0.01% 222
2022
Q3 		$5K Hold
71
– – ﹤0.01% 220
2022
Q2 		$6K Hold
71
– – ﹤0.01% 234
2022
Q1 		$7K Hold
71
– – ﹤0.01% 237
2021
Q4 		$8K Buy
+71
New +$7.88K ﹤0.01% 243

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Punch & Associates Investment Management's IYW Position: Q3 2023 in Review

Punch & Associates Investment Management sold out of iShares US Technology ETF (IYW) in Q3 2023, closing a stake of 71 shares — an estimated $7.76K sold.

Punch & Associates Investment Management first reported a position in IYW in Q4 2021 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

  • Punch & Associates Investment Management reported no remaining iShares US Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 71 iShares US Technology ETF shares in Q3 2023, an estimated $7.76K.
  • Punch & Associates Investment Management first reported a position in iShares US Technology ETF in Q4 2021 and held it in 7 quarters.
  • Punch & Associates Investment Management's iShares US Technology ETF position peaked at $8K in Q4 2021.
  • 832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Punch & Associates Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.