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Source Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Source Financial 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
2024
Q3 		$1.28M Buy
8,460
+638
+8% +$93.8K 0.38% 37
2024
Q2 		$1.18M Sell
7,822
-41
-0.5% -$5.67K 0.36% 38
2024
Q1 		$1.06M Sell
7,863
-3,486
-31% -$454K 0.32% 39
2023
Q4 		$1.39M Sell
11,349
-88
-0.8% -$9.97K 0.43% 42
2023
Q3 		$1.2M Buy
11,437
+87
+0.8% +$9.46K 0.4% 48
2023
Q2 		$1.24M Buy
11,350
+124
+1% +$12.2K 0.41% 42
2023
Q1 		$1.04M Sell
11,226
-27,422
-71% -$2.3M 0.35% 45
2022
Q4 		$2.88M Sell
38,648
-7,205
-16% -$551K 1.08% 21
2022
Q3 		$3.36M Buy
45,853
+13,079
+40% +$1.11M 1.33% 17
2022
Q2 		$2.62M Buy
32,774
+10,619
+48% +$940K 1.03% 25
2022
Q1 		$2.28M Buy
22,155
+23
+0.1% +$2.35K 0.67% 32
2021
Q4 		$2.54M Buy
22,132
+1,055
+5% +$117K 0.69% 31
2021
Q3 		$2.13M Sell
21,077
-300
-1% -$31.3K 0.55% 34
2021
Q2 		$2.13M Buy
21,377
+814
+4% +$75.9K 0.55% 33
2021
Q1 		$1.8M Sell
20,563
-713
-3% -$62.5K 0.48% 33
2020
Q4 		$1.81M Buy
+21,276
New +$1.7M 0.49% 33

Other funds holding IYW

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Source Financial Advisors's IYW Position: Q3 2024 in Review

Source Financial Advisors increased its iShares US Technology ETF (IYW) stake by 8.2% in Q3 2024, buying an estimated $93.8K and bringing the position to 8,460 shares worth $1.28M. The position accounts for 0.38% of the portfolio, ranked #37.

Source Financial Advisors first reported a position in IYW in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.36M in Q3 2022. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • Source Financial Advisors held 8,460 shares of iShares US Technology ETF worth $1.28M as of Q3 2024.
  • Source Financial Advisors bought 638 iShares US Technology ETF shares in Q3 2024, an estimated $93.8K.
  • iShares US Technology ETF made up 0.38% of Source Financial Advisors's portfolio in Q3 2024, its #37 holding.
  • Source Financial Advisors first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's iShares US Technology ETF position peaked at $3.36M in Q3 2022.
  • 1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.