Retirement Group’s iShares US Technology ETF IYW Stock Holding History

Retirement 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	$11.3K	Hold	84	–	–	﹤0.01%	446
2023 Q4	$10.3K	Hold	84	–	–	﹤0.01%	442
2023 Q3	$8.81K	Hold	84	–	–	﹤0.01%	427
2023 Q2	$9.14K	Hold	84	–	–	﹤0.01%	426
2023 Q1	$8K	Hold	84	–	–	﹤0.01%	424
2022 Q4	$6K	Buy	+84	New	+$6.43K	﹤0.01%	415
2022 Q3	–	Sell	-84	Closed	-$7K	–	659
2022 Q2	$7K	Hold	84	–	–	﹤0.01%	489
2022 Q1	$9K	Hold	84	–	–	﹤0.01%	477
2021 Q4	$10K	Hold	84	–	–	﹤0.01%	440
2021 Q3	$9K	Hold	84	–	–	﹤0.01%	387
2021 Q2	$8K	Sell	84 -489	-85%	-$45.6K	﹤0.01%	436
2021 Q1	$50K	Buy	573 +1	+0.2%	+$88	0.02%	280
2020 Q4	$48K	Hold	572	–	–	0.02%	265
2020 Q3	$43K	Hold	572	–	–	0.02%	262
2020 Q2	$39K	Buy	+572	New	+$34.5K	0.02%	261
2019 Q4	$33K	Buy	+568	New	+$30.9K	0.02%	264

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Group's IYW Position: Q1 2024 in Review

Retirement Group held its iShares US Technology ETF (IYW) position steady in Q1 2024 at 84 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Retirement Group first reported a position in IYW in Q4 2019 and has held it in 16 quarters since. The position peaked at $50K in Q1 2021. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

Retirement Group held 84 shares of iShares US Technology ETF worth $11.3K as of Q1 2024.
Retirement Group left its iShares US Technology ETF share count unchanged in Q1 2024.
iShares US Technology ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #446 holding.
Retirement Group first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's iShares US Technology ETF position peaked at $50K in Q1 2021.
972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.