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Williams Financial’s iShares US Technology ETF IYW Stock Holding History

Williams Financial’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 		– Sell
-16,716
Closed -$2.05M – 32
2023
Q4 		$2.05M Sell
16,716
-82
-0.5% -$9.29K 1.49% 15
2023
Q3 		$1.76M Sell
16,798
-13,797
-45% -$1.5M 1.34% 17
2023
Q2 		$3.33M Buy
30,595
+1,170
+4% +$115K 2.48% 11
2023
Q1 		$2.73M Buy
+29,425
New +$2.47M 2.13% 12

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

Williams Financial's IYW Position: Q1 2024 in Review

Williams Financial sold out of iShares US Technology ETF (IYW) in Q1 2024, closing a stake of 16,716 shares — an estimated $2.05M sold.

Williams Financial first reported a position in IYW in Q1 2023 and held it in 4 quarters. The position peaked at $3.33M in Q2 2023. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • Williams Financial reported no remaining iShares US Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Williams Financial sold 16,716 iShares US Technology ETF shares in Q1 2024, an estimated $2.05M.
  • Williams Financial first reported a position in iShares US Technology ETF in Q1 2023 and held it in 4 quarters.
  • Williams Financial's iShares US Technology ETF position peaked at $3.33M in Q2 2023.
  • 972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

Based on Williams Financial's 13F filing for Q1 2024, filed 10 Apr 2024.