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Bivin & Associates’s iShares US Technology ETF IYW Stock Holding History

Bivin & Associates’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
-10
Closed -$1K – 386
2021
Q4 		$1K Buy
+10
New +$1.11K ﹤0.01% 324

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bivin & Associates's IYW Position: Q1 2022 in Review

Bivin & Associates sold out of iShares US Technology ETF (IYW) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Bivin & Associates first reported a position in IYW in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

  • Bivin & Associates reported no remaining iShares US Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Bivin & Associates sold 10 iShares US Technology ETF shares in Q1 2022, an estimated $1K.
  • Bivin & Associates first reported a position in iShares US Technology ETF in Q4 2021 and held it in 1 quarter.
  • Bivin & Associates's iShares US Technology ETF position peaked at $1K in Q4 2021.
  • 689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Bivin & Associates's 13F filing for Q1 2022, filed 6 May 2022.