Cascadia Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$698K	Buy	6,893 +4,056	+143%	+$423K	0.14%	152
2021 Q2	$282K	Buy	2,837 +2	+0.1%	+$187	0.06%	208
2021 Q1	$249K	Buy	+2,835	New	+$248K	0.06%	211
2020 Q3	$213K	Buy	+2,828	New	+$207K	0.06%	201

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cascadia Advisory Services's IYW Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares US Technology ETF (IYW) stake by 143% in Q3 2021, buying an estimated $423K and bringing the position to 6,893 shares worth $698K. The position accounts for 0.14% of the portfolio, ranked #152.

Cascadia Advisory Services first reported a position in IYW in Q3 2020 and has held it in 4 quarters since. 637 funds tracked by Wall St. Rank hold IYW as of Q3 2021.

Cascadia Advisory Services held 6,893 shares of iShares US Technology ETF worth $698K as of Q3 2021.
Cascadia Advisory Services bought 4,056 iShares US Technology ETF shares in Q3 2021, an estimated $423K.
iShares US Technology ETF made up 0.14% of Cascadia Advisory Services's portfolio in Q3 2021, its #152 holding.
Cascadia Advisory Services first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 4 quarters since.
637 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.