Wagner Wealth Management (South Carolina)’s iShares US Technology ETF IYW Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q3	–	Sell	-260	Closed	-$39.1K	–	252
2024 Q2	$39.1K	Hold	260	–	–	0.01%	175
2024 Q1	$35.1K	Hold	260	–	–	0.01%	180
2023 Q4	$31.9K	Hold	260	–	–	0.01%	176
2023 Q3	$27.3K	Sell	260 -260	-50%	-$28.3K	0.01%	151
2023 Q2	$56.6K	Buy	+520	New	+$51.1K	0.02%	140
2018 Q3	$14K	Hold	288	–	–	0.01%	386
2018 Q2	$13K	Hold	288	–	–	0.01%	365
2018 Q1	$12K	Hold	288	–	–	0.01%	350
2017 Q4	$12K	Buy	+288	New	+$11.5K	0.01%	377

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IYW Position: Q3 2024 in Review

Wagner Wealth Management (South Carolina) sold out of iShares US Technology ETF (IYW) in Q3 2024, closing a stake of 260 shares — an estimated $39.1K sold.

Wagner Wealth Management (South Carolina) first reported a position in IYW in Q4 2017 and held it in 9 quarters. The position peaked at $56.6K in Q2 2023. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

Wagner Wealth Management (South Carolina) reported no remaining iShares US Technology ETF position as of Q3 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 260 iShares US Technology ETF shares in Q3 2024, an estimated $39.1K.
Wagner Wealth Management (South Carolina) first reported a position in iShares US Technology ETF in Q4 2017 and held it in 9 quarters.
Wagner Wealth Management (South Carolina)'s iShares US Technology ETF position peaked at $56.6K in Q2 2023.
1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2024, filed 11 Oct 2024.