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Bel Air Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Bel Air Investment 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
2021
Q2 		$2.3M Hold
23,156
– – 0.07% 115
2021
Q1 		$2.03M Buy
+23,156
New +$2.03M 0.06% 126

Other funds holding IYW

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bel Air Investment Advisors's IYW Position: Q2 2021 in Review

Bel Air Investment Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2021 at 23,156 shares worth $2.3M. The position accounts for 0.07% of the portfolio, ranked #115.

Bel Air Investment Advisors first reported a position in IYW in Q1 2021 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold IYW as of Q2 2021.

  • Bel Air Investment Advisors held 23,156 shares of iShares US Technology ETF worth $2.3M as of Q2 2021.
  • Bel Air Investment Advisors left its iShares US Technology ETF share count unchanged in Q2 2021.
  • iShares US Technology ETF made up 0.07% of Bel Air Investment Advisors's portfolio in Q2 2021, its #115 holding.
  • Bel Air Investment Advisors first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.