Bard Financial Services’s iShares US Technology ETF IYW Stock Holding History

Bard Financial Services’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 Q3	–	Sell	-3,340	Closed	-$364K	–	271
2023 Q2	$364K	Hold	3,340	–	–	0.03%	238
2023 Q1	$310K	Hold	3,340	–	–	0.02%	252
2022 Q4	$249K	Hold	3,340	–	–	0.02%	266
2022 Q3	$245K	Hold	3,340	–	–	0.02%	251
2022 Q2	$267K	Hold	3,340	–	–	0.02%	242
2022 Q1	$344K	Hold	3,340	–	–	0.03%	226
2021 Q4	$383K	Hold	3,340	–	–	0.03%	210
2021 Q3	$338K	Hold	3,340	–	–	0.03%	211
2021 Q2	$332K	Hold	3,340	–	–	0.03%	215
2021 Q1	$293K	Hold	3,340	–	–	0.03%	212
2020 Q4	$284K	Buy	+3,340	New	+$267K	0.03%	211

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

PCH

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Bard Financial Services's IYW Position: Q3 2023 in Review

Bard Financial Services sold out of iShares US Technology ETF (IYW) in Q3 2023, closing a stake of 3,340 shares — an estimated $364K sold.

Bard Financial Services first reported a position in IYW in Q4 2020 and held it in 11 quarters. The position peaked at $383K in Q4 2021. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

Bard Financial Services reported no remaining iShares US Technology ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 3,340 iShares US Technology ETF shares in Q3 2023, an estimated $364K.
Bard Financial Services first reported a position in iShares US Technology ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's iShares US Technology ETF position peaked at $383K in Q4 2021.
832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.