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TrinityPoint Wealth’s iShares US Technology ETF IYW Stock Holding History

TrinityPoint Wealth’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 		$884K Hold
5,542
– – 0.12% 168
2024
Q3 		$840K Sell
5,542
-50
-0.9% -$7.35K 0.12% 168
2024
Q2 		$842K Sell
5,592
-74
-1% -$10.2K 0.13% 155
2024
Q1 		$765K Sell
5,666
-550
-9% -$71.6K 0.13% 163
2023
Q4 		$763K Sell
6,216
-799
-11% -$90.5K 0.14% 150
2023
Q3 		$736K Sell
7,015
-50
-0.7% -$5.44K 0.15% 143
2023
Q2 		$769K Sell
7,065
-224
-3% -$22K 0.15% 137
2023
Q1 		$677K Sell
7,289
-100
-1% -$8.39K 0.14% 143
2022
Q4 		$550K Buy
7,389
+1,387
+23% +$106K 0.13% 160
2022
Q3 		$440K Buy
6,002
+1
+0% +$85 0.1% 170
2022
Q2 		$480K Sell
6,001
-4,482
-43% -$397K 0.11% 163
2022
Q1 		$1.08M Buy
10,483
+1,073
+11% +$110K 0.2% 107
2021
Q4 		$1.08M Sell
9,410
-174
-2% -$19.3K 0.19% 110
2021
Q3 		$970K Buy
9,584
+441
+5% +$46K 0.19% 112
2021
Q2 		$909K Buy
9,143
+1,021
+13% +$95.2K 0.19% 116
2021
Q1 		$712K Sell
8,122
-299
-4% -$26.2K 0.17% 124
2020
Q4 		$752K Sell
8,421
-983
-10% -$78.5K 0.18% 112
2020
Q3 		$708K Sell
9,404
-936
-9% -$68.4K 0.2% 114
2020
Q2 		$697K Hold
10,340
– – 0.22% 102
2020
Q1 		$528K Sell
10,340
-808
-7% -$46.8K 0.21% 117
2019
Q4 		$648K Hold
11,148
– – 0.22% 116
2019
Q3 		$603K Buy
11,148
+4
+0% +$203 0.21% 119
2019
Q2 		$586K Sell
11,144
-396
-3% -$19.4K 0.28% 91
2019
Q1 		$550K Sell
11,540
-832
-7% -$37K 0.27% 95
2018
Q4 		$495K Buy
+12,372
New +$536K 0.3% 89

Other funds holding IYW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TrinityPoint Wealth's IYW Position: Q4 2024 in Review

TrinityPoint Wealth held its iShares US Technology ETF (IYW) position steady in Q4 2024 at 5,542 shares worth $884K. The position accounts for 0.12% of the portfolio, ranked #168.

TrinityPoint Wealth first reported a position in IYW in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.08M in Q1 2022. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • TrinityPoint Wealth held 5,542 shares of iShares US Technology ETF worth $884K as of Q4 2024.
  • TrinityPoint Wealth left its iShares US Technology ETF share count unchanged in Q4 2024.
  • iShares US Technology ETF made up 0.12% of TrinityPoint Wealth's portfolio in Q4 2024, its #168 holding.
  • TrinityPoint Wealth first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's iShares US Technology ETF position peaked at $1.08M in Q1 2022.
  • 1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.