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Strait & Sound Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Strait & Sound 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
2023
Q4 		– Sell
-1,912
Closed -$201K – 134
2023
Q3 		$201K Buy
+1,912
New +$208K 0.17% 127

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strait & Sound Wealth Management's IYW Position: Q4 2023 in Review

Strait & Sound Wealth Management sold out of iShares US Technology ETF (IYW) in Q4 2023, closing a stake of 1,912 shares — an estimated $201K sold.

Strait & Sound Wealth Management first reported a position in IYW in Q3 2023 and held it in 1 quarter. The position peaked at $201K in Q3 2023. 949 funds tracked by Wall St. Rank hold IYW as of Q4 2023.

  • Strait & Sound Wealth Management reported no remaining iShares US Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 1,912 iShares US Technology ETF shares in Q4 2023, an estimated $201K.
  • Strait & Sound Wealth Management first reported a position in iShares US Technology ETF in Q3 2023 and held it in 1 quarter.
  • Strait & Sound Wealth Management's iShares US Technology ETF position peaked at $201K in Q3 2023.
  • 949 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2023.

Based on Strait & Sound Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.