Tiedemann Advisors’s iShares US Technology ETF IYW Stock Holding History

Tiedemann Advisors’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 Q3	$491K	Hold	4,680	–	–	0.02%	169
2023 Q2	$510K	Hold	4,680	–	–	0.02%	157
2023 Q1	$434K	Sell	4,680 -4,844	-51%	-$407K	0.02%	164
2022 Q4	$709K	Hold	9,524	–	–	0.03%	139
2022 Q3	$698K	Hold	9,524	–	–	0.04%	132
2022 Q2	$761K	Buy	9,524 +4,844	+104%	+$429K	0.06%	131
2022 Q1	$482K	Hold	4,680	–	–	0.02%	191
2021 Q4	$537K	Hold	4,680	–	–	0.03%	185
2021 Q3	$474K	Hold	4,680	–	–	0.03%	196
2021 Q2	$465K	Hold	4,680	–	–	0.02%	239
2021 Q1	$410K	Hold	4,680	–	–	0.02%	232
2020 Q4	$398K	Sell	4,680 -4,820	-51%	-$385K	0.02%	230
2020 Q3	$715K	Hold	9,500	–	–	0.03%	202
2020 Q2	$641K	Hold	9,500	–	–	0.03%	198
2020 Q1	$485K	Hold	9,500	–	–	0.03%	207
2019 Q4	$552K	Hold	9,500	–	–	0.03%	204
2019 Q3	$485K	Hold	9,500	–	–	0.02%	219
2019 Q2	$471K	Hold	9,500	–	–	0.02%	203
2019 Q1	$453K	Hold	9,500	–	–	0.02%	314
2018 Q4	$379K	Hold	9,500	–	–	0.02%	326
2018 Q3	$461K	Hold	9,500	–	–	0.03%	237
2018 Q2	$424K	Sell	9,500 -3,320	-26%	-$147K	0.03%	234
2018 Q1	$539K	Hold	12,820	–	–	0.04%	194
2017 Q4	$522K	Buy	12,820 +4,820	+60%	+$193K	0.04%	154
2017 Q3	$300K	Hold	8,000	–	–	0.03%	283
2017 Q2	$279K	Buy	+8,000	New	+$280K	0.02%	375

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tiedemann Advisors's IYW Position: Q3 2023 in Review

Tiedemann Advisors held its iShares US Technology ETF (IYW) position steady in Q3 2023 at 4,680 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #169.

Tiedemann Advisors first reported a position in IYW in Q2 2017 and has held it in 26 quarters since. The position peaked at $761K in Q2 2022. 831 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

Tiedemann Advisors held 4,680 shares of iShares US Technology ETF worth $491K as of Q3 2023.
Tiedemann Advisors left its iShares US Technology ETF share count unchanged in Q3 2023.
iShares US Technology ETF made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #169 holding.
Tiedemann Advisors first reported a position in iShares US Technology ETF in Q2 2017 and has held it in 26 quarters since.
Tiedemann Advisors's iShares US Technology ETF position peaked at $761K in Q2 2022.
831 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.