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

Sanctuary 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
2024
Q4 		$24.2K Hold
152
– – 0.02% 124
2024
Q3 		$23K Sell
152
-4
-3% -$588 0.02% 141
2024
Q2 		$23.5K Hold
156
– – 0.02% 123
2024
Q1 		$21.1K Buy
156
+1
+0.6% +$130 0.02% 126
2023
Q4 		$19K Hold
155
– – 0.02% 126
2023
Q3 		$16.3K Buy
+155
New +$16.9K 0.02% 117

Other funds holding IYW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Wealth Management's IYW Position: Q4 2024 in Review

Sanctuary Wealth Management held its iShares US Technology ETF (IYW) position steady in Q4 2024 at 152 shares worth $24.2K. The position accounts for 0.02% of the portfolio, ranked #124.

Sanctuary Wealth Management first reported a position in IYW in Q3 2023 and has held it in 6 quarters since. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Sanctuary Wealth Management held 152 shares of iShares US Technology ETF worth $24.2K as of Q4 2024.
  • Sanctuary Wealth Management left its iShares US Technology ETF share count unchanged in Q4 2024.
  • iShares US Technology ETF made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #124 holding.
  • Sanctuary Wealth Management first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 6 quarters since.
  • 1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.