Bank Julius Baer & Co’s iShares US Technology ETF IYW Stock Holding History

Bank Julius Baer & Co’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 Q1	–	Sell	-5,538	Closed	-$636K	–	697
2021 Q4	$636K	Sell	5,538 -459	-8%	-$51K	﹤0.01%	397
2021 Q3	$607K	Buy	5,997 +11	+0.2%	+$1.15K	﹤0.01%	402
2021 Q2	$595K	Sell	5,986 -186	-3%	-$17.3K	﹤0.01%	425
2021 Q1	$541K	Buy	6,172 +260	+4%	+$22.8K	﹤0.01%	434
2020 Q4	$503K	Buy	+5,912	New	+$472K	﹤0.01%	450

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank Julius Baer & Co's IYW Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of iShares US Technology ETF (IYW) in Q1 2022, closing a stake of 5,538 shares — an estimated $636K sold.

Bank Julius Baer & Co first reported a position in IYW in Q4 2020 and held it in 5 quarters. The position peaked at $636K in Q4 2021. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

Bank Julius Baer & Co reported no remaining iShares US Technology ETF position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 5,538 iShares US Technology ETF shares in Q1 2022, an estimated $636K.
Bank Julius Baer & Co first reported a position in iShares US Technology ETF in Q4 2020 and held it in 5 quarters.
Bank Julius Baer & Co's iShares US Technology ETF position peaked at $636K in Q4 2021.
689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.