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Amplius Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Amplius Wealth 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
Q4 		– Sell
-6,324
Closed -$464K – 175
2022
Q3 		$464K Sell
6,324
-790
-11% -$67K 0.08% 89
2022
Q2 		$568K Buy
+7,114
New +$630K 0.09% 82
2022
Q1 		– Sell
-407
Closed -$46K – 543
2021
Q4 		$46K Buy
+407
New +$45.2K 0.01% 348

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Amplius Wealth Advisors's IYW Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q4 2022, closing a stake of 6,324 shares — an estimated $464K sold.

Amplius Wealth Advisors first reported a position in IYW in Q4 2021 and held it in 3 quarters. The position peaked at $568K in Q2 2022. 701 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

  • Amplius Wealth Advisors reported no remaining iShares US Technology ETF position as of Q4 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 6,324 iShares US Technology ETF shares in Q4 2022, an estimated $464K.
  • Amplius Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's iShares US Technology ETF position peaked at $568K in Q2 2022.
  • 701 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.