TRUADVICE’s iShares US Technology ETF IYW Stock Holding History

TRUADVICE’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	$657K	Sell	5,797 -1,358	-19%	-$148K	0.26%	100
2023 Q2	$765K	Sell	7,155 -8,519	-54%	-$837K	0.28%	91
2023 Q1	$1.46M	Buy	15,674 +4,733	+43%	+$397K	0.58%	52
2022 Q4	$861K	Buy	10,941 +380	+4%	+$29.1K	0.45%	42
2022 Q3	$798K	Buy	+10,561	New	+$896K	0.45%	45
2021 Q3	–	Sell	-13,497	Closed	-$1.39M	–	209
2021 Q2	$1.39M	Buy	+13,497	New	+$1.26M	0.3%	81

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUADVICE's IYW Position: Q3 2023 in Review

TRUADVICE reduced its iShares US Technology ETF (IYW) stake by 19% in Q3 2023, selling an estimated $148K and leaving 5,797 shares worth $657K. The position accounts for 0.26% of the portfolio, ranked #100.

TRUADVICE first reported a position in IYW in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.46M in Q1 2023. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

TRUADVICE held 5,797 shares of iShares US Technology ETF worth $657K as of Q3 2023.
TRUADVICE sold 1,358 iShares US Technology ETF shares in Q3 2023, an estimated $148K.
iShares US Technology ETF made up 0.26% of TRUADVICE's portfolio in Q3 2023, its #100 holding.
TRUADVICE first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 6 quarters since.
TRUADVICE's iShares US Technology ETF position peaked at $1.46M in Q1 2023.
832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.