TIAA FSB’s iShares US Technology ETF IYW Stock Holding History

TIAA FSB’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	$556K	Buy	5,103 +619	+14%	+$60.8K	﹤0.01%	396
2023 Q1	$416K	Hold	4,484	–	–	﹤0.01%	429
2022 Q4	$334K	Hold	4,484	–	–	﹤0.01%	463
2022 Q3	$329K	Hold	4,484	–	–	﹤0.01%	456
2022 Q2	$358K	Buy	+4,484	New	+$397K	﹤0.01%	458
2021 Q3	–	Sell	-11,862	Closed	-$1.18M	–	386
2021 Q2	$1.18M	Buy	+11,862	New	+$1.11M	﹤0.01%	302

Other funds holding IYW

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

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

BlackRock New York $5.72T AUM 30.48% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA FSB's IYW Position: Q2 2023 in Review

TIAA FSB increased its iShares US Technology ETF (IYW) stake by 14% in Q2 2023, buying an estimated $60.8K and bringing the position to 5,103 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

TIAA FSB first reported a position in IYW in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.18M in Q2 2021. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

TIAA FSB held 5,103 shares of iShares US Technology ETF worth $556K as of Q2 2023.
TIAA FSB bought 619 iShares US Technology ETF shares in Q2 2023, an estimated $60.8K.
iShares US Technology ETF made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #396 holding.
TIAA FSB first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 6 quarters since.
TIAA FSB's iShares US Technology ETF position peaked at $1.18M in Q2 2021.
828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.