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IYW icon

Signify Wealth’s iShares US Technology ETF IYW Stock Holding History

Signify Wealth’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 		$8.67M Buy
54,361
+2,870
+6% +$454K 9.79% 1
2024
Q3 		$7.81M Sell
51,491
-6,486
-11% -$954K 9.57% 1
2024
Q2 		$8.73M Buy
57,977
+9,537
+20% +$1.32M 12.56% 1
2024
Q1 		$6.54M Buy
48,440
+4,773
+11% +$621K 10.85% 1
2023
Q4 		$5.36M Buy
43,667
+29,016
+198% +$3.29M 8.08% 1
2023
Q3 		$1.54M Buy
+14,651
New +$1.59M 2.07% 18
2022
Q1 		– Sell
-3,117
Closed -$358K – 28
2021
Q4 		$358K Buy
+3,117
New +$346K 0.22% 18

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

Signify Wealth's IYW Position: Q4 2024 in Review

Signify Wealth increased its iShares US Technology ETF (IYW) stake by 5.6% in Q4 2024, buying an estimated $454K and bringing the position to 54,361 shares worth $8.67M. The position accounts for 9.79% of the portfolio, ranked #1.

Signify Wealth first reported a position in IYW in Q4 2021 and has held it in 7 quarters since. The position peaked at $8.73M in Q2 2024. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Signify Wealth held 54,361 shares of iShares US Technology ETF worth $8.67M as of Q4 2024.
  • Signify Wealth bought 2,870 iShares US Technology ETF shares in Q4 2024, an estimated $454K.
  • iShares US Technology ETF made up 9.79% of Signify Wealth's portfolio in Q4 2024, its #1 holding.
  • Signify Wealth first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 7 quarters since.
  • Signify Wealth's iShares US Technology ETF position peaked at $8.73M in Q2 2024.
  • 1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.