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IYW icon

Unionview LLC’s iShares US Technology ETF IYW Stock Holding History

Unionview LLC’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 		$291K Hold
1,824
– – 0.21% 66
2024
Q3 		$277K Hold
1,824
– – 0.22% 71
2024
Q2 		$275K Hold
1,824
– – 0.22% 67
2024
Q1 		$246K Sell
1,824
-520
-22% -$67.7K 0.2% 74
2023
Q4 		$288K Hold
2,344
– – 0.26% 63
2023
Q3 		$246K Hold
2,344
– – 0.23% 70
2023
Q2 		$255K Hold
2,344
– – 0.23% 71
2023
Q1 		$218K Buy
+2,344
New +$197K 0.2% 78
2022
Q3 		– Sell
-2,524
Closed -$202K – 73
2022
Q2 		$202K Hold
2,524
– – 0.23% 75
2022
Q1 		$260K Hold
2,524
– – 0.24% 68
2021
Q4 		$290K Buy
+2,524
New +$280K 0.27% 65

Other funds holding IYW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Unionview LLC's IYW Position: Q4 2024 in Review

Unionview LLC held its iShares US Technology ETF (IYW) position steady in Q4 2024 at 1,824 shares worth $291K. The position accounts for 0.21% of the portfolio, ranked #66.

Unionview LLC first reported a position in IYW in Q4 2021 and has held it in 11 quarters since. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

  • Unionview LLC held 1,824 shares of iShares US Technology ETF worth $291K as of Q4 2024.
  • Unionview LLC left its iShares US Technology ETF share count unchanged in Q4 2024.
  • iShares US Technology ETF made up 0.21% of Unionview LLC's portfolio in Q4 2024, its #66 holding.
  • Unionview LLC first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 11 quarters since.
  • 1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.