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Rockbridge Investment Management’s iShares US Technology ETF IYW Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-388
Closed -$47.6K – 382
2023
Q4 		$47.6K Buy
+388
New +$44K 0.01% 244
2022
Q2 		– Sell
-2,000
Closed -$206K – 732
2022
Q1 		$206K Hold
2,000
– – 0.03% 160
2021
Q4 		$230K Buy
+2,000
New +$222K 0.03% 161

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockbridge Investment Management's IYW Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 388 shares — an estimated $47.6K sold.

Rockbridge Investment Management first reported a position in IYW in Q4 2021 and held it in 3 quarters. The position peaked at $230K in Q4 2021. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • Rockbridge Investment Management reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 388 iShares US Technology ETF shares in Q1 2024, an estimated $47.6K.
  • Rockbridge Investment Management first reported a position in iShares US Technology ETF in Q4 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's iShares US Technology ETF position peaked at $230K in Q4 2021.
  • 972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.