AWM
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Avitas Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Avitas 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
2023
Q1 		– Sell
-17,312
Closed -$1.29M – 206
2022
Q4 		$1.29M Buy
+17,312
New +$1.32M 0.27% 98

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Avitas Wealth Management's IYW Position: Q1 2023 in Review

Avitas Wealth Management sold out of iShares US Technology ETF (IYW) in Q1 2023, closing a stake of 17,312 shares — an estimated $1.29M sold.

Avitas Wealth Management first reported a position in IYW in Q4 2022 and held it in 1 quarter. The position peaked at $1.29M in Q4 2022. 759 funds tracked by Wall St. Rank hold IYW as of Q1 2023.

  • Avitas Wealth Management reported no remaining iShares US Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Avitas Wealth Management sold 17,312 iShares US Technology ETF shares in Q1 2023, an estimated $1.29M.
  • Avitas Wealth Management first reported a position in iShares US Technology ETF in Q4 2022 and held it in 1 quarter.
  • Avitas Wealth Management's iShares US Technology ETF position peaked at $1.29M in Q4 2022.
  • 759 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2023.

Based on Avitas Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.