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Relyea Zuckerberg Hanson’s iShares US Technology ETF IYW Stock Holding History

Relyea Zuckerberg Hanson’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 		– Sell
-3,870
Closed -$523K – 241
2024
Q1 		$523K Buy
+3,870
New +$504K 0.09% 122

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Relyea Zuckerberg Hanson's IYW Position: Q2 2024 in Review

Relyea Zuckerberg Hanson sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 3,870 shares — an estimated $523K sold.

Relyea Zuckerberg Hanson first reported a position in IYW in Q1 2024 and held it in 1 quarter. The position peaked at $523K in Q1 2024. 1,032 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

  • Relyea Zuckerberg Hanson reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 3,870 iShares US Technology ETF shares in Q2 2024, an estimated $523K.
  • Relyea Zuckerberg Hanson first reported a position in iShares US Technology ETF in Q1 2024 and held it in 1 quarter.
  • Relyea Zuckerberg Hanson's iShares US Technology ETF position peaked at $523K in Q1 2024.
  • 1,032 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2024, filed 17 Jul 2024.