Wilbanks Smith & Thomas Asset Management’s iShares US Technology ETF IYW Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q1	$370K	Hold	2,737	–	–	0.01%	388
2023 Q4	$336K	Hold	2,737	–	–	0.01%	403
2023 Q3	$287K	Sell	2,737 -37	-1%	-$4.02K	0.01%	410
2023 Q2	$302K	Sell	2,774 -29	-1%	-$2.85K	0.01%	412
2023 Q1	$260K	Sell	2,803 -614	-18%	-$51.5K	0.01%	436
2022 Q4	$255K	Buy	+3,417	New	+$261K	0.01%	417
2022 Q3	–	Sell	-2,826	Closed	-$226K	–	479
2022 Q2	$226K	Buy	+2,826	New	+$250K	0.01%	436
2022 Q1	–	Sell	-1,782	Closed	-$205K	–	526
2021 Q4	$205K	Buy	+1,782	New	+$198K	0.01%	488
2018 Q4	–	Sell	-1,280	Closed	-$62K	–	844
2018 Q3	$62K	Buy	+1,280	New	+$60.5K	﹤0.01%	639
2015 Q1	–	Sell	-21,376	Closed	-$558K	–	313
2014 Q4	$558K	Buy	+21,376	New	+$545K	0.06%	160

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

Wilbanks Smith & Thomas Asset Management's IYW Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its iShares US Technology ETF (IYW) position steady in Q1 2024 at 2,737 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #388.

Wilbanks Smith & Thomas Asset Management first reported a position in IYW in Q4 2014 and has held it in 10 quarters since. The position peaked at $558K in Q4 2014. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 2,737 shares of iShares US Technology ETF worth $370K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its iShares US Technology ETF share count unchanged in Q1 2024.
iShares US Technology ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #388 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares US Technology ETF in Q4 2014 and has held it in 10 quarters since.
Wilbanks Smith & Thomas Asset Management's iShares US Technology ETF position peaked at $558K in Q4 2014.
972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.