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Weybosset Research & Management’s iShares US Technology ETF IYW Stock Holding History

Weybosset Research & Management’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
Q2 		– Sell
-2,044
Closed -$8.74K – 51
2024
Q1 		$8.74K Hold
2,044
– – 3.04% 15
2023
Q4 		$251K Sell
2,044
-400
-16% -$45.3K 0.09% 37
2023
Q3 		$256K Hold
2,444
– – 0.1% 33
2023
Q2 		$266K Hold
2,444
– – 0.1% 32
2023
Q1 		$227K Buy
+2,444
New +$205K 0.09% 51

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weybosset Research & Management's IYW Position: Q2 2024 in Review

Weybosset Research & Management sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 2,044 shares — an estimated $8.74K sold.

Weybosset Research & Management first reported a position in IYW in Q1 2023 and held it in 5 quarters. The position peaked at $266K in Q2 2023. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

  • Weybosset Research & Management reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Weybosset Research & Management sold 2,044 iShares US Technology ETF shares in Q2 2024, an estimated $8.74K.
  • Weybosset Research & Management first reported a position in iShares US Technology ETF in Q1 2023 and held it in 5 quarters.
  • Weybosset Research & Management's iShares US Technology ETF position peaked at $266K in Q2 2023.
  • 1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Weybosset Research & Management's 13F filing for Q2 2024, filed 22 Jul 2024.