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American Portfolios Advisors’s iShares US Technology ETF IYW Stock Holding History

American Portfolios Advisors’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
Q3 		$586K Sell
7,986
-178
-2% -$15.1K 0.02% 584
2022
Q2 		$653K Sell
8,164
-5,163
-39% -$457K 0.03% 559
2022
Q1 		$1.37M Sell
13,327
-17,621
-57% -$1.8M 0.05% 387
2021
Q4 		$3.55M Sell
30,948
-2,436
-7% -$270K 0.12% 170
2021
Q3 		$3.38M Buy
33,384
+18,416
+123% +$1.92M 0.13% 162
2021
Q2 		$1.49M Sell
14,968
-616
-4% -$57.4K 0.06% 315
2021
Q1 		$1.37M Sell
15,584
-537
-3% -$47K 0.06% 309
2020
Q4 		$1.37M Sell
16,121
-219
-1% -$17.5K 0.07% 266
2020
Q3 		$1.23M Buy
16,340
+3,044
+23% +$222K 0.07% 247
2020
Q2 		$897K Buy
13,296
+1,776
+15% +$107K 0.06% 294
2020
Q1 		$589K Sell
11,520
-2,804
-20% -$163K 0.05% 336
2019
Q4 		$833K Buy
14,324
+1,468
+11% +$79.9K 0.06% 311
2019
Q3 		$656K Buy
12,856
+7,112
+124% +$361K 0.05% 328
2019
Q2 		$284K Hold
5,744
– – 0.02% 579
2019
Q1 		$274K Buy
5,744
+284
+5% +$12.6K 0.03% 537
2018
Q4 		$218K Sell
5,460
-2,580
-32% -$112K 0.03% 489
2018
Q3 		$390K Sell
8,040
-292
-4% -$13.8K 0.04% 384
2018
Q2 		$371K Buy
8,332
+176
+2% +$7.78K 0.05% 350
2018
Q1 		$343K Sell
8,156
-568
-7% -$24.5K 0.05% 356
2017
Q4 		$355K Buy
+8,724
New +$350K 0.06% 338

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

American Portfolios Advisors's IYW Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares US Technology ETF (IYW) stake by 2.2% in Q3 2022, selling an estimated $15.1K and leaving 7,986 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #584.

American Portfolios Advisors first reported a position in IYW in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.55M in Q4 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

  • American Portfolios Advisors held 7,986 shares of iShares US Technology ETF worth $586K as of Q3 2022.
  • American Portfolios Advisors sold 178 iShares US Technology ETF shares in Q3 2022, an estimated $15.1K.
  • iShares US Technology ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #584 holding.
  • American Portfolios Advisors first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares US Technology ETF position peaked at $3.55M in Q4 2021.
  • 584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.