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Calamos Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Calamos Wealth Management’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
Q2 		– Sell
-2,100
Closed -$216K – 336
2022
Q1 		$216K Hold
2,100
– – 0.02% 317
2021
Q4 		$241K Buy
+2,100
New +$233K 0.02% 302

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
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 $374B AUM 17.66% 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

Calamos Wealth Management's IYW Position: Q2 2022 in Review

Calamos Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2022, closing a stake of 2,100 shares — an estimated $216K sold.

Calamos Wealth Management first reported a position in IYW in Q4 2021 and held it in 2 quarters. The position peaked at $241K in Q4 2021. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

  • Calamos Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Calamos Wealth Management sold 2,100 iShares US Technology ETF shares in Q2 2022, an estimated $216K.
  • Calamos Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and held it in 2 quarters.
  • Calamos Wealth Management's iShares US Technology ETF position peaked at $241K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Calamos Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.