RWM
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Ruedi Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Ruedi Wealth 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
Q2 		– Sell
-321
Closed -$29.8K – 247
2023
Q1 		$29.8K Buy
+321
New +$26.9K 0.02% 106

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ruedi Wealth Management's IYW Position: Q2 2023 in Review

Ruedi Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2023, closing a stake of 321 shares — an estimated $29.8K sold.

Ruedi Wealth Management first reported a position in IYW in Q1 2023 and held it in 1 quarter. The position peaked at $29.8K in Q1 2023. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

  • Ruedi Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 321 iShares US Technology ETF shares in Q2 2023, an estimated $29.8K.
  • Ruedi Wealth Management first reported a position in iShares US Technology ETF in Q1 2023 and held it in 1 quarter.
  • Ruedi Wealth Management's iShares US Technology ETF position peaked at $29.8K in Q1 2023.
  • 828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on Ruedi Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.