Baldrige Asset Management’s iShares US Technology ETF IYW Stock Holding History

Baldrige Asset 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	$28K	Sell	304 -23	-7%	-$1.93K	0.01%	205
2022 Q4	$24K	Hold	327	–	–	0.01%	204
2022 Q3	$24K	Hold	327	–	–	0.01%	198
2022 Q2	$26K	Hold	327	–	–	0.01%	197
2022 Q1	$34K	Hold	327	–	–	0.01%	200
2021 Q4	$38K	Hold	327	–	–	0.01%	189
2021 Q3	$33K	Hold	327	–	–	0.01%	193
2021 Q2	$33K	Buy	+327	New	+$30.5K	0.01%	195

Other funds holding IYW

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Baldrige Asset Management's IYW Position: Q1 2023 in Review

Baldrige Asset Management reduced its iShares US Technology ETF (IYW) stake by 7% in Q1 2023, selling an estimated $1.93K and leaving 304 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #205.

Baldrige Asset Management first reported a position in IYW in Q2 2021 and has held it in 8 quarters since. The position peaked at $38K in Q4 2021. 759 funds tracked by Wall St. Rank hold IYW as of Q1 2023.

Baldrige Asset Management held 304 shares of iShares US Technology ETF worth $28K as of Q1 2023.
Baldrige Asset Management sold 23 iShares US Technology ETF shares in Q1 2023, an estimated $1.93K.
iShares US Technology ETF made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #205 holding.
Baldrige Asset Management first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares US Technology ETF position peaked at $38K in Q4 2021.
759 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.