Relative Value Partners Group’s iShares US Technology ETF IYW Stock Holding History

Relative Value Partners 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 Q2	$1.51M	Buy	+10,039	New	+$1.39M	0.2%	114

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Relative Value Partners Group's IYW Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in iShares US Technology ETF (IYW) in Q2 2024: 10,039 shares worth $1.51M. The stake represents 0.2% of the portfolio and ranks #114 among its holdings.

1,032 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

Relative Value Partners Group held 10,039 shares of iShares US Technology ETF worth $1.51M as of Q2 2024.
iShares US Technology ETF was a new Relative Value Partners Group position in Q2 2024.
iShares US Technology ETF made up 0.2% of Relative Value Partners Group's portfolio in Q2 2024, its #114 holding.
1,032 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.