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Veracity Capital’s iShares US Technology ETF IYW Stock Holding History

Veracity Capital’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
-2,448
Closed -$267K – 212
2023
Q2 		$267K Sell
2,448
-359
-13% -$35.3K 0.11% 173
2023
Q1 		$260K Buy
+2,807
New +$236K 0.12% 169

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

Veracity Capital's IYW Position: Q3 2023 in Review

Veracity Capital sold out of iShares US Technology ETF (IYW) in Q3 2023, closing a stake of 2,448 shares — an estimated $267K sold.

Veracity Capital first reported a position in IYW in Q1 2023 and held it in 2 quarters. The position peaked at $267K in Q2 2023. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

  • Veracity Capital reported no remaining iShares US Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Veracity Capital sold 2,448 iShares US Technology ETF shares in Q3 2023, an estimated $267K.
  • Veracity Capital first reported a position in iShares US Technology ETF in Q1 2023 and held it in 2 quarters.
  • Veracity Capital's iShares US Technology ETF position peaked at $267K in Q2 2023.
  • 832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Veracity Capital's 13F filing for Q3 2023, filed 25 Oct 2023.