Advisor Partners’s iShares US Technology ETF IYW Stock Holding History

Advisor Partners’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
2022 Q2	$299K	Hold	3,738	–	–	0.02%	640
2022 Q1	$385K	Hold	3,738	–	–	0.02%	599
2021 Q4	$429K	Hold	3,738	–	–	0.03%	556
2021 Q3	$379K	Hold	3,738	–	–	0.03%	557
2021 Q2	$372K	Hold	3,738	–	–	0.02%	587
2021 Q1	$328K	Sell	3,738 -302	-7%	-$26.5K	0.02%	603
2020 Q4	$344K	Hold	4,040	–	–	0.03%	555
2020 Q3	$304K	Hold	4,040	–	–	0.03%	523
2020 Q2	$272K	Hold	4,040	–	–	0.03%	547
2020 Q1	$206K	Sell	4,040 -356	-8%	-$20.6K	0.02%	543
2019 Q4	$267K	Sell	4,396 -1,624	-27%	-$88.3K	0.03%	525
2019 Q3	$307K	Sell	6,020 -620	-9%	-$31.5K	0.04%	464
2019 Q2	$328K	Sell	6,640 -96	-1%	-$4.69K	0.04%	434
2019 Q1	$321K	Buy	6,736 +1,416	+27%	+$63K	0.04%	422
2018 Q4	$213K	Sell	5,320 -592	-10%	-$25.6K	0.03%	528
2018 Q3	$287K	Hold	5,912	–	–	0.04%	465
2018 Q2	$263K	Hold	5,912	–	–	0.04%	454
2018 Q1	$249K	Sell	5,912 -540	-8%	-$23.3K	0.05%	455
2017 Q4	$279K	Buy	+6,452	New	+$259K	0.05%	425

Other funds holding IYW

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisor Partners's IYW Position: Q2 2022 in Review

Advisor Partners held its iShares US Technology ETF (IYW) position steady in Q2 2022 at 3,738 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #640.

Advisor Partners first reported a position in IYW in Q4 2017 and has held it in 19 quarters since. The position peaked at $429K in Q4 2021. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

Advisor Partners held 3,738 shares of iShares US Technology ETF worth $299K as of Q2 2022.
Advisor Partners left its iShares US Technology ETF share count unchanged in Q2 2022.
iShares US Technology ETF made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #640 holding.
Advisor Partners first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 19 quarters since.
Advisor Partners's iShares US Technology ETF position peaked at $429K in Q4 2021.
631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.