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BDO Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

BDO Wealth Advisors’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
Q2 		$248K Hold
2,278
– – 0.03% 234
2023
Q1 		$211K Sell
2,278
-342
-13% -$28.7K 0.03% 246
2022
Q4 		$195K Hold
2,620
– – 0.02% 259
2022
Q3 		$192K Hold
2,620
– – 0.03% 253
2022
Q2 		$209K Hold
2,620
– – 0.03% 246
2022
Q1 		$270K Hold
2,620
– – 0.03% 233
2021
Q4 		$301K Hold
2,620
– – 0.03% 231
2021
Q3 		$265K Hold
2,620
– – 0.03% 244
2021
Q2 		$260K Hold
2,620
– – 0.03% 254
2021
Q1 		$230K Sell
2,620
-310
-11% -$27.2K 0.03% 266
2020
Q4 		$249K Buy
2,930
+2
+0.1% +$160 0.04% 215
2020
Q3 		$221K Sell
2,928
-320
-10% -$23.4K 0.04% 212
2020
Q2 		$219K Sell
3,248
-40
-1% -$2.41K 0.04% 206
2020
Q1 		$168K Buy
3,288
+668
+25% +$38.7K 0.03% 219
2019
Q4 		$152K Hold
2,620
– – 0.04% 217
2019
Q3 		$134K Hold
2,620
– – 0.03% 232
2019
Q2 		$130K Hold
2,620
– – 0.04% 230
2019
Q1 		$125K Sell
2,620
-900
-26% -$40K 0.04% 211
2018
Q4 		$141K Hold
3,520
– – 0.05% 181
2018
Q3 		$171K Sell
3,520
-200
-5% -$9.45K 0.06% 170
2018
Q2 		$166K Sell
3,720
-100
-3% -$4.42K 0.06% 168
2018
Q1 		$161K Sell
3,820
-200
-5% -$8.61K 0.06% 141
2017
Q4 		$164K Hold
4,020
– – 0.07% 121
2017
Q3 		$151K Sell
4,020
-1,040
-21% -$38.1K 0.07% 118
2017
Q2 		$177K Buy
+5,060
New +$177K 0.08% 134

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BDO Wealth Advisors's IYW Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2023 at 2,278 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #234.

BDO Wealth Advisors first reported a position in IYW in Q2 2017 and has held it in 25 quarters since. The position peaked at $301K in Q4 2021. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

  • BDO Wealth Advisors held 2,278 shares of iShares US Technology ETF worth $248K as of Q2 2023.
  • BDO Wealth Advisors left its iShares US Technology ETF share count unchanged in Q2 2023.
  • iShares US Technology ETF made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #234 holding.
  • BDO Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares US Technology ETF position peaked at $301K in Q4 2021.
  • 828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.