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

StrategIQ 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 Q4	$301K	Hold	2,456	–	–	0.03%	257
2023 Q3	$258K	Hold	2,456	–	–	0.03%	265
2023 Q2	$267K	Hold	2,456	–	–	0.03%	267
2023 Q1	$228K	Buy	+2,456	New	+$206K	0.03%	267
2022 Q3	–	Sell	-2,564	Closed	-$205K	–	278
2022 Q2	$205K	Hold	2,564	–	–	0.02%	270
2022 Q1	$264K	Hold	2,564	–	–	0.03%	264
2021 Q4	$294K	Buy	2,564 +452	+21%	+$50.2K	0.03%	251
2021 Q3	$214K	Hold	2,112	–	–	0.04%	213
2021 Q2	$210K	Buy	+2,112	New	+$197K	0.04%	210
2017 Q4	–	Sell	-8,792	Closed	-$330K	–	163
2017 Q3	$330K	Sell	8,792 -2,600	-23%	-$95.2K	0.13%	107
2017 Q2	$398K	Buy	11,392 +3,200	+39%	+$112K	0.17%	98
2017 Q1	$277K	Buy	8,192 +156	+2%	+$5.06K	0.13%	110
2016 Q4	$242K	Buy	+8,036	New	+$240K	0.12%	112

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

StrategIQ Financial Group's IYW Position: Q4 2023 in Review

StrategIQ Financial Group held its iShares US Technology ETF (IYW) position steady in Q4 2023 at 2,456 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #257.

StrategIQ Financial Group first reported a position in IYW in Q4 2016 and has held it in 13 quarters since. The position peaked at $398K in Q2 2017. 949 funds tracked by Wall St. Rank hold IYW as of Q4 2023.

StrategIQ Financial Group held 2,456 shares of iShares US Technology ETF worth $301K as of Q4 2023.
StrategIQ Financial Group left its iShares US Technology ETF share count unchanged in Q4 2023.
iShares US Technology ETF made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #257 holding.
StrategIQ Financial Group first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 13 quarters since.
StrategIQ Financial Group's iShares US Technology ETF position peaked at $398K in Q2 2017.
949 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.