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Bison Wealth’s iShares US Technology ETF IYW Stock Holding History

Bison Wealth’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
Q3 		– Sell
-1,376
Closed -$110K – 297
2022
Q2 		$110K Sell
1,376
-3,810
-73% -$337K 0.06% 201
2022
Q1 		$534K Buy
5,186
+3,810
+277% +$389K 0.27% 99
2021
Q4 		$158K Sell
1,376
-110
-7% -$12.2K 0.09% 197
2021
Q3 		$150K Sell
1,486
-20
-1% -$2.09K 0.07% 256
2021
Q2 		$150K Hold
1,506
– – 0.07% 259
2021
Q1 		$132K Sell
1,506
-74
-5% -$6.48K 0.06% 262
2020
Q4 		$134K Sell
1,580
-108
-6% -$8.63K 0.06% 246
2020
Q3 		$127K Buy
1,688
+840
+99% +$61.3K 0.07% 206
2020
Q2 		$57K Buy
848
+484
+133% +$29.2K 0.04% 248
2020
Q1 		$19K Hold
364
– – 0.01% 277
2019
Q4 		$21K Buy
+364
New +$19.8K 0.01% 332

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

Bison Wealth's IYW Position: Q3 2022 in Review

Bison Wealth sold out of iShares US Technology ETF (IYW) in Q3 2022, closing a stake of 1,376 shares — an estimated $110K sold.

Bison Wealth first reported a position in IYW in Q4 2019 and held it in 11 quarters. The position peaked at $534K in Q1 2022. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

  • Bison Wealth reported no remaining iShares US Technology ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 1,376 iShares US Technology ETF shares in Q3 2022, an estimated $110K.
  • Bison Wealth first reported a position in iShares US Technology ETF in Q4 2019 and held it in 11 quarters.
  • Bison Wealth's iShares US Technology ETF position peaked at $534K in Q1 2022.
  • 584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.