Woodmont Investment Counsel’s iShares US Technology ETF IYW Stock Holding History

Woodmont Investment Counsel’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	-23	Closed	-$3.11K	–	308
2024 Q1	$3.11K	Buy	+23	New	+$2.99K	﹤0.01%	358
2016 Q4	–	Sell	-540	Closed	-$16K	–	410
2016 Q3	$16K	Buy	+540	New	+$15.5K	﹤0.01%	398
2016 Q2	–	Sell	-540	Closed	-$15K	–	327
2016 Q1	$15K	Hold	540	–	–	﹤0.01%	372
2015 Q4	$14K	Hold	540	–	–	﹤0.01%	390
2015 Q3	$13K	Hold	540	–	–	﹤0.01%	403
2015 Q2	$14K	Buy	+540	New	+$14.6K	﹤0.01%	396

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Woodmont Investment Counsel's IYW Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 23 shares — an estimated $3.11K sold.

Woodmont Investment Counsel first reported a position in IYW in Q2 2015 and held it in 6 quarters. The position peaked at $16K in Q3 2016. 1,032 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

Woodmont Investment Counsel reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 23 iShares US Technology ETF shares in Q2 2024, an estimated $3.11K.
Woodmont Investment Counsel first reported a position in iShares US Technology ETF in Q2 2015 and held it in 6 quarters.
Woodmont Investment Counsel's iShares US Technology ETF position peaked at $16K in Q3 2016.
1,032 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.