SP
IYW icon

Successful Portfolios’s iShares US Technology ETF IYW Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-4,406
Closed -$409K – 173
2023
Q1 		$409K Buy
4,406
+206
+5% +$17.3K 0.26% 98
2022
Q4 		$313K Buy
+4,200
New +$321K 0.2% 127

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Successful Portfolios's IYW Position: Q2 2023 in Review

Successful Portfolios sold out of iShares US Technology ETF (IYW) in Q2 2023, closing a stake of 4,406 shares — an estimated $409K sold.

Successful Portfolios first reported a position in IYW in Q4 2022 and held it in 2 quarters. The position peaked at $409K in Q1 2023. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

  • Successful Portfolios reported no remaining iShares US Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 4,406 iShares US Technology ETF shares in Q2 2023, an estimated $409K.
  • Successful Portfolios first reported a position in iShares US Technology ETF in Q4 2022 and held it in 2 quarters.
  • Successful Portfolios's iShares US Technology ETF position peaked at $409K in Q1 2023.
  • 828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.