The Family Firm’s iShares US Technology ETF IYW Stock Holding History

The Family Firm’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 Q3	–	Sell	-897	Closed	-$135K	–	538
2024 Q2	$135K	Buy	+897	New	+$124K	0.03%	241

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

The Family Firm's IYW Position: Q3 2024 in Review

The Family Firm sold out of iShares US Technology ETF (IYW) in Q3 2024, closing a stake of 897 shares — an estimated $135K sold.

The Family Firm first reported a position in IYW in Q2 2024 and held it in 1 quarter. The position peaked at $135K in Q2 2024. 1,073 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

The Family Firm reported no remaining iShares US Technology ETF position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 897 iShares US Technology ETF shares in Q3 2024, an estimated $135K.
The Family Firm first reported a position in iShares US Technology ETF in Q2 2024 and held it in 1 quarter.
The Family Firm's iShares US Technology ETF position peaked at $135K in Q2 2024.
1,073 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.