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Riggs Asset Management’s iShares US Technology ETF IYW Stock Holding History

Riggs Asset Management’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
Q4 		– Sell
-5
Closed -$525 – 451
2023
Q3 		$525 Buy
+5
New +$544 ﹤0.01% 388
2022
Q4 		– Sell
-644
Closed -$47K – 342
2022
Q3 		$47K Hold
644
– – 0.02% 137
2022
Q2 		$51K Hold
644
– – 0.02% 132
2022
Q1 		$66K Hold
644
– – 0.02% 142
2021
Q4 		$74K Buy
+644
New +$71.5K 0.02% 142
2017
Q4 		– Sell
-180
Closed -$7K – 273
2017
Q3 		$7K Hold
180
– – ﹤0.01% 206
2017
Q2 		$6K Buy
+180
New +$6.31K ﹤0.01% 234

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Riggs Asset Management's IYW Position: Q4 2023 in Review

Riggs Asset Management sold out of iShares US Technology ETF (IYW) in Q4 2023, closing a stake of 5 shares — an estimated $525 sold.

Riggs Asset Management first reported a position in IYW in Q2 2017 and held it in 7 quarters. The position peaked at $74K in Q4 2021. 949 funds tracked by Wall St. Rank hold IYW as of Q4 2023.

  • Riggs Asset Management reported no remaining iShares US Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Riggs Asset Management sold 5 iShares US Technology ETF shares in Q4 2023, an estimated $525.
  • Riggs Asset Management first reported a position in iShares US Technology ETF in Q2 2017 and held it in 7 quarters.
  • Riggs Asset Management's iShares US Technology ETF position peaked at $74K in Q4 2021.
  • 949 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2023.

Based on Riggs Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.