Brightworth’s iShares US Technology ETF IYW Stock Holding History

Brightworth’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	$1.95M	Sell	26,530 -298	-1%	-$25.3K	0.21%	58
2022 Q2	$2.15M	Hold	26,828	–	–	0.23%	55
2022 Q1	$2.76M	Hold	26,828	–	–	0.28%	50
2021 Q4	$3.08M	Hold	26,828	–	–	0.28%	46
2021 Q3	$2.72M	Hold	26,828	–	–	0.25%	46
2021 Q2	$2.67M	Hold	26,828	–	–	0.23%	45
2021 Q1	$2.35M	Hold	26,828	–	–	0.22%	45
2020 Q4	$2.28M	Buy	26,828 +4,732	+21%	+$378K	0.23%	44
2020 Q3	$1.66M	Sell	22,096 -4,732	-18%	-$346K	0.18%	46
2020 Q2	$1.81M	Hold	26,828	–	–	0.25%	43
2020 Q1	$1.37M	Hold	26,828	–	–	0.24%	43
2019 Q4	$1.56M	Hold	26,828	–	–	0.29%	46
2019 Q3	$1.37M	Buy	26,828 +40	+0.1%	+$2.03K	0.28%	45
2019 Q2	$1.32M	Hold	26,788	–	–	0.28%	45
2019 Q1	$1.28M	Hold	26,788	–	–	0.27%	46
2018 Q4	$1.07M	Sell	26,788 -124	-0.5%	-$5.37K	0.25%	47
2018 Q3	$1.3M	Hold	26,912	–	–	0.29%	39
2018 Q2	$1.2M	Hold	26,912	–	–	0.29%	40
2018 Q1	$1.13M	Buy	+26,912	New	+$1.16M	0.26%	43
2017 Q4	–	Sell	-26,788	Closed	-$1M	–	128
2017 Q3	$1M	Buy	+26,788	New	+$981K	0.24%	45

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Brightworth's IYW Position: Q3 2022 in Review

Brightworth reduced its iShares US Technology ETF (IYW) stake by 1.1% in Q3 2022, selling an estimated $25.3K and leaving 26,530 shares worth $1.95M. The position accounts for 0.21% of the portfolio, ranked #58.

Brightworth first reported a position in IYW in Q3 2017 and has held it in 20 quarters since. The position peaked at $3.08M in Q4 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

Brightworth held 26,530 shares of iShares US Technology ETF worth $1.95M as of Q3 2022.
Brightworth sold 298 iShares US Technology ETF shares in Q3 2022, an estimated $25.3K.
iShares US Technology ETF made up 0.21% of Brightworth's portfolio in Q3 2022, its #58 holding.
Brightworth first reported a position in iShares US Technology ETF in Q3 2017 and has held it in 20 quarters since.
Brightworth's iShares US Technology ETF position peaked at $3.08M in Q4 2021.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.