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Western Financial Corp’s iShares US Technology ETF IYW Stock Holding History

Western Financial Corp’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
-1,411
Closed -$212K – 127
2024
Q2 		$212K Sell
1,411
-114
-7% -$15.8K 0.13% 113
2024
Q1 		$206K Sell
1,525
-434
-22% -$56.5K 0.13% 113
2023
Q4 		$240K Buy
+1,959
New +$222K 0.16% 106
2023
Q3 		– Sell
-3,409
Closed -$371K – 115
2023
Q2 		$371K Sell
3,409
-189
-5% -$18.6K 0.25% 93
2023
Q1 		$334K Buy
+3,598
New +$302K 0.24% 97

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Western Financial Corp's IYW Position: Q3 2024 in Review

Western Financial Corp sold out of iShares US Technology ETF (IYW) in Q3 2024, closing a stake of 1,411 shares — an estimated $212K sold.

Western Financial Corp first reported a position in IYW in Q1 2023 and held it in 5 quarters. The position peaked at $371K in Q2 2023. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • Western Financial Corp reported no remaining iShares US Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Western Financial Corp sold 1,411 iShares US Technology ETF shares in Q3 2024, an estimated $212K.
  • Western Financial Corp first reported a position in iShares US Technology ETF in Q1 2023 and held it in 5 quarters.
  • Western Financial Corp's iShares US Technology ETF position peaked at $371K in Q2 2023.
  • 1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

Based on Western Financial Corp's 13F filing for Q3 2024, filed 21 Oct 2024.