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BMS Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

BMS Financial 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 		$1.05M Sell
9,660
-9,566
-50% -$940K 0.69% 30
2023
Q1 		$1.78M Buy
+19,226
New +$1.61M 1.23% 13

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

BMS Financial Advisors's IYW Position: Q2 2023 in Review

BMS Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 50% in Q2 2023, selling an estimated $940K and leaving 9,660 shares worth $1.05M. The position accounts for 0.69% of the portfolio, ranked #30.

BMS Financial Advisors first reported a position in IYW in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.78M in Q1 2023. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

  • BMS Financial Advisors held 9,660 shares of iShares US Technology ETF worth $1.05M as of Q2 2023.
  • BMS Financial Advisors sold 9,566 iShares US Technology ETF shares in Q2 2023, an estimated $940K.
  • iShares US Technology ETF made up 0.69% of BMS Financial Advisors's portfolio in Q2 2023, its #30 holding.
  • BMS Financial Advisors first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 2 quarters since.
  • BMS Financial Advisors's iShares US Technology ETF position peaked at $1.78M in Q1 2023.
  • 828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.