APW
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Axim Planning & Wealth’s iShares US Technology ETF IYW Stock Holding History

Axim Planning & Wealth’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
-44
Closed -$3K – 106
2022
Q3 		$3K Hold
44
– – ﹤0.01% 146
2022
Q2 		$4K Buy
+44
New +$3.89K ﹤0.01% 112

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

Axim Planning & Wealth's IYW Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares US Technology ETF (IYW) in Q4 2022, closing a stake of 44 shares — an estimated $3K sold.

Axim Planning & Wealth first reported a position in IYW in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 701 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares US Technology ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 44 iShares US Technology ETF shares in Q4 2022, an estimated $3K.
  • Axim Planning & Wealth first reported a position in iShares US Technology ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares US Technology ETF position peaked at $4K in Q2 2022.
  • 701 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.