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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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. 950 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.
950 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.