WR Wealth Planners’s iShares US Technology ETF IYW Stock Holding History

WR Wealth Planners’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 Q4	$1.19M	Sell	7,434 -5,708	-43%	-$903K	0.38%	39
2024 Q3	$1.99M	Buy	13,142 +350	+3%	+$51.5K	0.55%	33
2024 Q2	$1.93M	Buy	12,792 +222	+2%	+$30.7K	0.59%	30
2024 Q1	$1.7M	Sell	12,570 -1,088	-8%	-$142K	0.53%	33
2023 Q4	$1.68M	Buy	13,658 +392	+3%	+$44.4K	0.62%	33
2023 Q3	$1.39M	Sell	13,266 -6,281	-32%	-$683K	0.53%	32
2023 Q2	$2.13M	Sell	19,547 -137	-0.7%	-$13.5K	0.82%	28
2023 Q1	$1.83M	Buy	19,684 +3,724	+23%	+$313K	0.79%	27
2022 Q4	$1.19M	Buy	15,960 +7,845	+97%	+$600K	0.73%	27
2022 Q3	$595K	Sell	8,115 -833	-9%	-$70.6K	0.42%	40
2022 Q2	$715K	Sell	8,948 -379	-4%	-$33.5K	0.47%	39
2022 Q1	$961K	Buy	+9,327	New	+$952K	0.57%	33

Other funds holding IYW

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

WR Wealth Planners's IYW Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares US Technology ETF (IYW) stake by 43% in Q4 2024, selling an estimated $903K and leaving 7,434 shares worth $1.19M. The position accounts for 0.38% of the portfolio, ranked #39.

WR Wealth Planners first reported a position in IYW in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.13M in Q2 2023. 1,147 funds tracked by Wall St. Rank hold IYW as of Q4 2024.

WR Wealth Planners held 7,434 shares of iShares US Technology ETF worth $1.19M as of Q4 2024.
WR Wealth Planners sold 5,708 iShares US Technology ETF shares in Q4 2024, an estimated $903K.
iShares US Technology ETF made up 0.38% of WR Wealth Planners's portfolio in Q4 2024, its #39 holding.
WR Wealth Planners first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares US Technology ETF position peaked at $2.13M in Q2 2023.
1,147 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.