VWA
IYW icon

V Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

V Wealth 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 		– Sell
-6,367
Closed -$693K – 241
2023
Q2 		$693K Buy
6,367
+53
+0.8% +$5.21K 0.12% 162
2023
Q1 		$586K Buy
6,314
+18
+0.3% +$1.51K 0.11% 174
2022
Q4 		$469K Sell
6,296
-703
-10% -$53.8K 0.1% 195
2022
Q3 		$514K Buy
6,999
+15
+0.2% +$1.27K 0.1% 193
2022
Q2 		$558K Sell
6,984
-578
-8% -$51.2K 0.11% 204
2022
Q1 		$779K Sell
7,562
-1,295
-15% -$132K 0.12% 184
2021
Q4 		$1.02M Buy
8,857
+28
+0.3% +$3.11K 0.15% 151
2021
Q3 		$894K Buy
8,829
+2
+0% +$209 0.14% 165
2021
Q2 		$881K Buy
8,827
+675
+8% +$63K 0.14% 165
2021
Q1 		$715K Buy
8,152
+1,736
+27% +$152K 0.13% 184
2020
Q4 		$546K Buy
+6,416
New +$513K 0.11% 194
2020
Q3 		– Sell
-4,364
Closed -$294K – 256
2020
Q2 		$294K Buy
4,364
+4
+0.1% +$241 0.08% 275
2020
Q1 		$223K Sell
4,360
-704
-14% -$40.8K 0.07% 278
2019
Q4 		$259K Hold
5,064
– – 0.09% 227
2019
Q3 		$259K Buy
5,064
+8
+0.2% +$407 0.09% 227
2019
Q2 		$250K Sell
5,056
-596
-11% -$29.1K 0.1% 221
2019
Q1 		$289K Buy
5,652
+8
+0.1% +$356 0.12% 186
2018
Q4 		$230K Buy
5,644
+16
+0.3% +$693 0.12% 186
2018
Q3 		$273K Sell
5,628
-1,000
-15% -$47.3K 0.13% 181
2018
Q2 		$306K Sell
6,628
-596
-8% -$26.4K 0.17% 145
2018
Q1 		$297K Buy
7,224
+612
+9% +$26.4K 0.16% 147
2017
Q4 		$281K Buy
6,612
+612
+10% +$24.5K 0.14% 155
2017
Q3 		$225K Buy
6,000
+8
+0.1% +$293 0.11% 163
2017
Q2 		$210K Buy
5,992
+8
+0.1% +$280 0.1% 171
2017
Q1 		$202K Buy
+5,984
New +$194K 0.12% 172

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

V Wealth Advisors's IYW Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q3 2023, closing a stake of 6,367 shares — an estimated $693K sold.

V Wealth Advisors first reported a position in IYW in Q1 2017 and held it in 25 quarters. The position peaked at $1.02M in Q4 2021. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

  • V Wealth Advisors reported no remaining iShares US Technology ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 6,367 iShares US Technology ETF shares in Q3 2023, an estimated $693K.
  • V Wealth Advisors first reported a position in iShares US Technology ETF in Q1 2017 and held it in 25 quarters.
  • V Wealth Advisors's iShares US Technology ETF position peaked at $1.02M in Q4 2021.
  • 832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.