Salomon & Ludwin’s iShares US Technology ETF IYW Stock Holding History

Salomon & Ludwin’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 Q4	–	Sell	-2,998	Closed	-$455K	–	736
2024 Q3	$455K	Sell	2,998 -4	-0.1%	-$588	0.05%	110
2024 Q2	$452K	Sell	3,002 -98	-3%	-$13.5K	0.05%	110
2024 Q1	$419K	Hold	3,100	–	–	0.04%	132
2023 Q4	$325K	Hold	3,100	–	–	0.03%	137
2023 Q3	$325K	Hold	3,100	–	–	0.03%	137
2023 Q2	$337K	Hold	3,100	–	–	0.04%	138
2023 Q1	$288K	Hold	3,100	–	–	0.03%	142
2022 Q4	$231K	Hold	3,100	–	–	0.03%	154
2022 Q3	$227K	Buy	+3,100	New	+$263K	0.03%	135
2020 Q1	–	Sell	-432	Closed	-$25K	–	240
2019 Q4	$25K	Hold	432	–	–	0.01%	145
2019 Q3	$22K	Hold	432	–	–	﹤0.01%	138
2019 Q2	$21K	Buy	+432	New	+$21.1K	﹤0.01%	126

Other funds holding IYW

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Salomon & Ludwin's IYW Position: Q4 2024 in Review

Salomon & Ludwin sold out of iShares US Technology ETF (IYW) in Q4 2024, closing a stake of 2,998 shares — an estimated $455K sold.

Salomon & Ludwin first reported a position in IYW in Q2 2019 and held it in 12 quarters. The position peaked at $455K in Q3 2024. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

Salomon & Ludwin reported no remaining iShares US Technology ETF position as of Q4 2024 after selling out during the quarter.
Salomon & Ludwin sold 2,998 iShares US Technology ETF shares in Q4 2024, an estimated $455K.
Salomon & Ludwin first reported a position in iShares US Technology ETF in Q2 2019 and held it in 12 quarters.
Salomon & Ludwin's iShares US Technology ETF position peaked at $455K in Q3 2024.
1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Salomon & Ludwin's 13F filing for Q4 2024, filed 30 Jan 2025.