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Ratio Wealth Group’s iShares US Technology ETF IYW Stock Holding History

Ratio Wealth Group’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
Q1 		$325K Hold
2,408
– – 0.06% 66
2023
Q4 		$296K Hold
2,408
– – 0.06% 64
2023
Q3 		$253K Hold
2,408
– – 0.06% 63
2023
Q2 		$262K Buy
+2,408
New +$237K 0.06% 59

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

Ratio Wealth Group's IYW Position: Q1 2024 in Review

Ratio Wealth Group held its iShares US Technology ETF (IYW) position steady in Q1 2024 at 2,408 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #66.

Ratio Wealth Group first reported a position in IYW in Q2 2023 and has held it in 4 quarters since. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • Ratio Wealth Group held 2,408 shares of iShares US Technology ETF worth $325K as of Q1 2024.
  • Ratio Wealth Group left its iShares US Technology ETF share count unchanged in Q1 2024.
  • iShares US Technology ETF made up 0.06% of Ratio Wealth Group's portfolio in Q1 2024, its #66 holding.
  • Ratio Wealth Group first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 4 quarters since.
  • 972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.