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

Atlas Private 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
2021 Q4	–	Sell	-320	Closed	-$32K	–	434
2021 Q3	$32K	Sell	320 -15	-4%	-$1.56K	0.02%	285
2021 Q2	$33K	Buy	335 +15	+5%	+$1.4K	0.02%	282
2021 Q1	$28K	Hold	320	–	–	0.02%	312
2020 Q4	$27K	Hold	320	–	–	0.02%	294
2020 Q3	$24K	Sell	320 -232	-42%	-$16.9K	0.02%	287
2020 Q2	$37K	Buy	+552	New	+$33.3K	0.03%	241

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atlas Private Wealth Advisors's IYW Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q4 2021, closing a stake of 320 shares — an estimated $32K sold.

Atlas Private Wealth Advisors first reported a position in IYW in Q2 2020 and held it in 6 quarters. The position peaked at $37K in Q2 2020. 734 funds tracked by Wall St. Rank hold IYW as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares US Technology ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 320 iShares US Technology ETF shares in Q4 2021, an estimated $32K.
Atlas Private Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares US Technology ETF position peaked at $37K in Q2 2020.
734 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.