Steward Financial Group’s iShares US Technology ETF IYW Stock Holding History

Steward Financial Group’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 Q3	$1K	Buy	+19	New	+$2.07K	﹤0.01%	1176

Other funds holding IYW

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Steward Financial Group's IYW Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares US Technology ETF (IYW) in Q3 2023: 19 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings.

832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

Steward Financial Group held 19 shares of iShares US Technology ETF worth $1K as of Q3 2023.
iShares US Technology ETF was a new Steward Financial Group position in Q3 2023.
iShares US Technology ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1176 holding.
832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.