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Raymond James Financial Services Advisors’s iShares US Technology ETF IYW Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		– Sell
-400
Closed -$60K – 3506
2024
Q2 		$60K Buy
+400
New +$55.3K ﹤0.01% 3290

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 $20.9B AUM 19.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors's IYW Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares US Technology ETF (IYW) stake by 0.91% in Q3 2024, buying an estimated $1.28M and bringing the position to 963,013 shares worth $146M. The position accounts for 0.19% of the portfolio, ranked #110.

Raymond James Financial Services Advisors first reported a position in IYW in Q2 2013 and has held it in 44 quarters since. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • Raymond James Financial Services Advisors held 963,013 shares of iShares US Technology ETF worth $146M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 8,696 iShares US Technology ETF shares in Q3 2024, an estimated $1.28M.
  • iShares US Technology ETF made up 0.19% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #110 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 44 quarters since.
  • 1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.