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Toth Financial Advisory’s iShares US Technology ETF IYW Stock Holding History

Toth Financial Advisory’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
Q1 		– Sell
-39
Closed -$4.79K – 752
2023
Q4 		$4.79K Hold
39
– – ﹤0.01% 537
2023
Q3 		$4.09K Hold
39
– – ﹤0.01% 558
2023
Q2 		$4.25K Buy
+39
New +$3.83K ﹤0.01% 567

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Toth Financial Advisory's IYW Position: Q1 2024 in Review

Toth Financial Advisory sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 39 shares — an estimated $4.79K sold.

Toth Financial Advisory first reported a position in IYW in Q2 2023 and held it in 3 quarters. The position peaked at $4.79K in Q4 2023. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • Toth Financial Advisory reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 39 iShares US Technology ETF shares in Q1 2024, an estimated $4.79K.
  • Toth Financial Advisory first reported a position in iShares US Technology ETF in Q2 2023 and held it in 3 quarters.
  • Toth Financial Advisory's iShares US Technology ETF position peaked at $4.79K in Q4 2023.
  • 972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.