Bingham Osborn & Scarborough’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,751
| Closed | -$785K | – | 80 |
|
|
2021
Q3 | $785K | Hold |
7,751
| – | – | 0.06% | 63 |
|
|
2021
Q2 | $770K | Hold |
7,751
| – | – | 0.05% | 60 |
|
|
2021
Q1 | $680K | Sell |
7,751
-460
| -6% | -$40.3K | 0.05% | 63 |
|
|
2020
Q4 | $699K | Sell |
8,211
-4,789
| -37% | -$383K | 0.06% | 54 |
|
|
2020
Q3 | $978K | Hold |
13,000
| – | – | 0.07% | 66 |
|
|
2020
Q2 | $877K | Hold |
13,000
| – | – | 0.07% | 68 |
|
|
2020
Q1 | $664K | Hold |
13,000
| – | – | 0.07% | 70 |
|
|
2019
Q4 | $756K | Hold |
13,000
| – | – | 0.06% | 78 |
|
|
2019
Q3 | $664K | Hold |
13,000
| – | – | 0.06% | 79 |
|
|
2019
Q2 | $643K | Hold |
13,000
| – | – | 0.06% | 76 |
|
|
2019
Q1 | $619K | Hold |
13,000
| – | – | 0.06% | 77 |
|
|
2018
Q4 | $520K | Sell |
13,000
-1,400
| -10% | -$60.6K | 0.05% | 83 |
|
|
2018
Q3 | $698K | Hold |
14,400
| – | – | 0.06% | 69 |
|
|
2018
Q2 | $642K | Sell |
14,400
-360
| -2% | -$15.9K | 0.06% | 66 |
|
|
2018
Q1 | $621K | Sell |
14,760
-9,632
| -39% | -$415K | 0.06% | 71 |
|
|
2017
Q4 | $993K | Buy |
24,392
+1,976
| +9% | +$79.2K | 0.09% | 45 |
|
|
2017
Q3 | $840K | Sell |
22,416
-272
| -1% | -$9.96K | 0.08% | 52 |
|
|
2017
Q2 | $793K | Hold |
22,688
| – | – | 0.08% | 54 |
|
|
2017
Q1 | $767K | Hold |
22,688
| – | – | 0.08% | 54 |
|
|
2016
Q4 | $682K | Hold |
22,688
| – | – | 0.07% | 57 |
|
|
2016
Q3 | $675K | Hold |
22,688
| – | – | 0.07% | 60 |
|
|
2016
Q2 | $597K | Hold |
22,688
| – | – | 0.07% | 61 |
|
|
2016
Q1 | $615K | Hold |
22,688
| – | – | 0.07% | 61 |
|
|
2015
Q4 | $607K | Sell |
22,688
-1,232
| -5% | -$33.2K | 0.07% | 57 |
|
|
2015
Q3 | $591K | Hold |
23,920
| – | – | 0.07% | 57 |
|
|
2015
Q2 | $626K | Sell |
23,920
-1,400
| -6% | -$37.8K | 0.08% | 57 |
|
|
2015
Q1 | $664K | Hold |
25,320
| – | – | 0.08% | 56 |
|
|
2014
Q4 | $661K | Hold |
25,320
| – | – | 0.08% | 62 |
|
|
2014
Q3 | $638K | Sell |
25,320
-760
| -3% | -$19K | 0.08% | 61 |
|
|
2014
Q2 | $632K | Hold |
26,080
| – | – | 0.08% | 51 |
|
|
2014
Q1 | $594K | Sell |
26,080
-452
| -2% | -$10.1K | 0.08% | 55 |
|
|
2013
Q4 | $587K | Sell |
26,532
-2,492
| -9% | -$51.9K | 0.09% | 49 |
|
|
2013
Q3 | $572K | Sell |
29,024
-2,268
| -7% | -$44.1K | 0.09% | 46 |
|
|
2013
Q2 | $576K | Buy |
+31,292
| New | +$581K | 0.1% | 45 |
|
Other funds holding IYW
RIG
Bingham Osborn & Scarborough's IYW Position: Q4 2021 in Review
Bingham Osborn & Scarborough sold out of iShares US Technology ETF (IYW) in Q4 2021, closing a stake of 7,751 shares — an estimated $785K sold.
Bingham Osborn & Scarborough first reported a position in IYW in Q2 2013 and held it in 34 quarters. The position peaked at $993K in Q4 2017. 734 funds tracked by Wall St. Rank hold IYW as of Q4 2021.
- Bingham Osborn & Scarborough reported no remaining iShares US Technology ETF position as of Q4 2021 after selling out during the quarter.
- Bingham Osborn & Scarborough sold 7,751 iShares US Technology ETF shares in Q4 2021, an estimated $785K.
- Bingham Osborn & Scarborough first reported a position in iShares US Technology ETF in Q2 2013 and held it in 34 quarters.
- Bingham Osborn & Scarborough's iShares US Technology ETF position peaked at $993K in Q4 2017.
- 734 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2021.
Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.