Sugarloaf Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Sugarloaf 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
2024 Q4	$55.8K	Sell	350 -11	-3%	-$1.74K	0.01%	285
2024 Q3	$54.7K	Sell	361 -36	-9%	-$5.29K	0.01%	297
2024 Q2	$59.7K	Buy	397 +114	+40%	+$15.8K	0.01%	277
2024 Q1	$38.2K	Buy	283 +176	+164%	+$22.9K	0.01%	321
2023 Q4	$13.2K	Hold	107	–	–	﹤0.01%	456
2023 Q3	$11.2K	Hold	107	–	–	﹤0.01%	450
2023 Q2	$11.7K	Hold	107	–	–	﹤0.01%	457
2023 Q1	$9.94K	Buy	+107	New	+$8.98K	﹤0.01%	476
2020 Q2	–	Sell	-1,484	Closed	-$76K	–	700
2020 Q1	$76K	Buy	1,484 +24	+2%	+$1.39K	0.03%	169
2019 Q4	$85K	Buy	+1,460	New	+$79.4K	0.04%	195

Other funds holding IYW

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sugarloaf Wealth Management's IYW Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares US Technology ETF (IYW) stake by 3% in Q4 2024, selling an estimated $1.74K and leaving 350 shares worth $55.8K. The position accounts for 0.01% of the portfolio, ranked #285.

Sugarloaf Wealth Management first reported a position in IYW in Q4 2019 and has held it in 10 quarters since. The position peaked at $85K in Q4 2019. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

Sugarloaf Wealth Management held 350 shares of iShares US Technology ETF worth $55.8K as of Q4 2024.
Sugarloaf Wealth Management sold 11 iShares US Technology ETF shares in Q4 2024, an estimated $1.74K.
iShares US Technology ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #285 holding.
Sugarloaf Wealth Management first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 10 quarters since.
Sugarloaf Wealth Management's iShares US Technology ETF position peaked at $85K in Q4 2019.
1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.