AMJ Financial Wealth Management’s iShares US Technology ETF IYW Stock Holding History

AMJ Financial Wealth 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 Q3	–	Sell	-10,982	Closed	-$878K	–	56
2022 Q2	$878K	Sell	10,982 -1,310	-11%	-$116K	0.74%	24
2022 Q1	$1.27M	Sell	12,292 -7,121	-37%	-$727K	0.51%	41
2021 Q4	$2.23M	Buy	19,413 +2,466	+15%	+$274K	0.8%	35
2021 Q3	$1.72M	Buy	+16,947	New	+$1.77M	0.7%	37

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

AMJ Financial Wealth Management's IYW Position: Q3 2022 in Review

AMJ Financial Wealth Management sold out of iShares US Technology ETF (IYW) in Q3 2022, closing a stake of 10,982 shares — an estimated $878K sold.

AMJ Financial Wealth Management first reported a position in IYW in Q3 2021 and held it in 4 quarters. The position peaked at $2.23M in Q4 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

AMJ Financial Wealth Management reported no remaining iShares US Technology ETF position as of Q3 2022 after selling out during the quarter.
AMJ Financial Wealth Management sold 10,982 iShares US Technology ETF shares in Q3 2022, an estimated $878K.
AMJ Financial Wealth Management first reported a position in iShares US Technology ETF in Q3 2021 and held it in 4 quarters.
AMJ Financial Wealth Management's iShares US Technology ETF position peaked at $2.23M in Q4 2021.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.