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Arvest Bank Trust Division’s iShares US Technology ETF IYW Stock Holding History

Arvest Bank Trust Division’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
2021
Q3 		$231K Hold
2,284
– – 0.01% 162
2021
Q2 		$227K Hold
2,284
– – 0.01% 157
2021
Q1 		$200K Buy
+2,284
New +$200K 0.01% 142

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arvest Bank Trust Division's IYW Position: Q3 2021 in Review

Arvest Bank Trust Division held its iShares US Technology ETF (IYW) position steady in Q3 2021 at 2,284 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #162.

Arvest Bank Trust Division first reported a position in IYW in Q1 2021 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold IYW as of Q3 2021.

  • Arvest Bank Trust Division held 2,284 shares of iShares US Technology ETF worth $231K as of Q3 2021.
  • Arvest Bank Trust Division left its iShares US Technology ETF share count unchanged in Q3 2021.
  • iShares US Technology ETF made up 0.01% of Arvest Bank Trust Division's portfolio in Q3 2021, its #162 holding.
  • Arvest Bank Trust Division first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2021.

Based on Arvest Bank Trust Division's 13F filing for Q3 2021, filed 12 Nov 2021.