RFP Financial Group’s iShares US Technology ETF IYW Stock Holding History

RFP Financial 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
2023 Q3	–	Sell	-2	Closed	-$219	–	928
2023 Q2	$219	Buy	+2	New	+$196	﹤0.01%	928

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

RFP Financial Group's IYW Position: Q3 2023 in Review

RFP Financial Group sold out of iShares US Technology ETF (IYW) in Q3 2023, closing a stake of 2 shares — an estimated $219 sold.

RFP Financial Group first reported a position in IYW in Q2 2023 and held it in 1 quarter. The position peaked at $219 in Q2 2023. 831 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

RFP Financial Group reported no remaining iShares US Technology ETF position as of Q3 2023 after selling out during the quarter.
RFP Financial Group sold 2 iShares US Technology ETF shares in Q3 2023, an estimated $219.
RFP Financial Group first reported a position in iShares US Technology ETF in Q2 2023 and held it in 1 quarter.
RFP Financial Group's iShares US Technology ETF position peaked at $219 in Q2 2023.
831 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on RFP Financial Group's 13F filing for Q3 2023, filed 30 Oct 2023.