Allred Capital Management’s iShares US Technology ETF IYW Stock Holding History

Allred Capital 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
2022 Q1	–	Sell	-1,915	Closed	-$219K	–	177
2021 Q4	$219K	Buy	+1,915	New	+$213K	0.11%	171
2021 Q2	–	Sell	-2,535	Closed	-$222K	–	477
2021 Q1	$222K	Sell	2,535 -448	-15%	-$39.3K	0.1%	168
2020 Q4	$253K	Buy	2,983 +3	+0.1%	+$240	0.14%	153
2020 Q3	$224K	Buy	2,980 +4	+0.1%	+$292	0.14%	145
2020 Q2	$200K	Buy	+2,976	New	+$180K	0.13%	155
2020 Q1	–	Sell	-2,820	Closed	-$164K	–	415
2019 Q4	$164K	Buy	+2,820	New	+$153K	0.09%	167

Other funds holding IYW

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Allred Capital Management's IYW Position: Q1 2022 in Review

Allred Capital Management sold out of iShares US Technology ETF (IYW) in Q1 2022, closing a stake of 1,915 shares — an estimated $219K sold.

Allred Capital Management first reported a position in IYW in Q4 2019 and held it in 6 quarters. The position peaked at $253K in Q4 2020. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

Allred Capital Management reported no remaining iShares US Technology ETF position as of Q1 2022 after selling out during the quarter.
Allred Capital Management sold 1,915 iShares US Technology ETF shares in Q1 2022, an estimated $219K.
Allred Capital Management first reported a position in iShares US Technology ETF in Q4 2019 and held it in 6 quarters.
Allred Capital Management's iShares US Technology ETF position peaked at $253K in Q4 2020.
689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Allred Capital Management's 13F filing for Q1 2022, filed 5 May 2022.