Ropes Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Ropes Wealth Advisors’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	$620K	Sell	5,909 -630	-10%	-$68.5K	0.12%	135
2023 Q2	$712K	Hold	6,539	–	–	0.12%	142
2023 Q1	$607K	Hold	6,539	–	–	0.11%	160
2022 Q4	$487K	Hold	6,539	–	–	0.09%	172
2022 Q3	$480K	Hold	6,539	–	–	0.1%	160
2022 Q2	$523K	Buy	6,539 +80	+1%	+$7.08K	0.11%	166
2022 Q1	$666K	Hold	6,459	–	–	0.11%	165
2021 Q4	$742K	Hold	6,459	–	–	0.13%	132
2021 Q3	$654K	Sell	6,459 -700	-10%	-$73K	0.1%	155
2021 Q2	$712K	Hold	7,159	–	–	0.11%	144
2021 Q1	$639K	Hold	7,159	–	–	0.11%	148
2020 Q4	$609K	Buy	7,159 +7,067	+7,682%	+$565K	0.09%	141
2020 Q3	$7K	Buy	+92	New	+$6.72K	﹤0.01%	541

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Ropes Wealth Advisors's IYW Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 9.6% in Q3 2023, selling an estimated $68.5K and leaving 5,909 shares worth $620K. The position accounts for 0.12% of the portfolio, ranked #135.

Ropes Wealth Advisors first reported a position in IYW in Q3 2020 and has held it in 13 quarters since. The position peaked at $742K in Q4 2021. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

Ropes Wealth Advisors held 5,909 shares of iShares US Technology ETF worth $620K as of Q3 2023.
Ropes Wealth Advisors sold 630 iShares US Technology ETF shares in Q3 2023, an estimated $68.5K.
iShares US Technology ETF made up 0.12% of Ropes Wealth Advisors's portfolio in Q3 2023, its #135 holding.
Ropes Wealth Advisors first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 13 quarters since.
Ropes Wealth Advisors's iShares US Technology ETF position peaked at $742K in Q4 2021.
832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.