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

Barrett 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
2022 Q1	–	Sell	-1,040	Closed	-$119K	–	344
2021 Q4	$119K	Hold	1,040	–	–	﹤0.01%	276
2021 Q3	$105K	Hold	1,040	–	–	﹤0.01%	251
2021 Q2	$103K	Hold	1,040	–	–	﹤0.01%	243
2021 Q1	$91K	Hold	1,040	–	–	﹤0.01%	246
2020 Q4	$88K	Hold	1,040	–	–	﹤0.01%	228
2020 Q3	$78K	Hold	1,040	–	–	﹤0.01%	221
2020 Q2	$70K	Hold	1,040	–	–	﹤0.01%	219
2020 Q1	$53K	Hold	1,040	–	–	﹤0.01%	218
2019 Q4	$60K	Hold	1,040	–	–	﹤0.01%	232
2019 Q3	$53K	Hold	1,040	–	–	﹤0.01%	230
2019 Q2	$51K	Hold	1,040	–	–	﹤0.01%	233
2019 Q1	$50K	Hold	1,040	–	–	﹤0.01%	233
2018 Q4	$42K	Hold	1,040	–	–	﹤0.01%	241
2018 Q3	$50K	Hold	1,040	–	–	﹤0.01%	247
2018 Q2	$46K	Hold	1,040	–	–	﹤0.01%	247
2018 Q1	$44K	Hold	1,040	–	–	﹤0.01%	252
2017 Q4	$42K	Hold	1,040	–	–	﹤0.01%	265
2017 Q3	$39K	Hold	1,040	–	–	﹤0.01%	252
2017 Q2	$36K	Hold	1,040	–	–	﹤0.01%	265
2017 Q1	$35K	Hold	1,040	–	–	﹤0.01%	250
2016 Q4	$31K	Hold	1,040	–	–	﹤0.01%	257
2016 Q3	$31K	Hold	1,040	–	–	﹤0.01%	242
2016 Q2	$27K	Hold	1,040	–	–	﹤0.01%	241
2016 Q1	$28K	Hold	1,040	–	–	﹤0.01%	240
2015 Q4	$28K	Hold	1,040	–	–	﹤0.01%	235
2015 Q3	$26K	Hold	1,040	–	–	﹤0.01%	234
2015 Q2	$27K	Hold	1,040	–	–	﹤0.01%	242
2015 Q1	$27K	Hold	1,040	–	–	﹤0.01%	246
2014 Q4	$27K	Sell	1,040 -240	-19%	-$6.12K	﹤0.01%	281
2014 Q3	$32K	Hold	1,280	–	–	﹤0.01%	281
2014 Q2	$31K	Hold	1,280	–	–	﹤0.01%	271
2014 Q1	$29K	Buy	+1,280	New	+$28.6K	﹤0.01%	258

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

Barrett Asset Management's IYW Position: Q1 2022 in Review

Barrett Asset Management sold out of iShares US Technology ETF (IYW) in Q1 2022, closing a stake of 1,040 shares — an estimated $119K sold.

Barrett Asset Management first reported a position in IYW in Q1 2014 and held it in 32 quarters. The position peaked at $119K in Q4 2021. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

Barrett Asset Management reported no remaining iShares US Technology ETF position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 1,040 iShares US Technology ETF shares in Q1 2022, an estimated $119K.
Barrett Asset Management first reported a position in iShares US Technology ETF in Q1 2014 and held it in 32 quarters.
Barrett Asset Management's iShares US Technology ETF position peaked at $119K in Q4 2021.
689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.