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

CCG 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
2021
Q4 		– Sell
-4,786
Closed -$485K – 109
2021
Q3 		$485K Buy
+4,786
New +$499K 0.28% 56

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCG Wealth Management's IYW Position: Q4 2021 in Review

CCG Wealth Management sold out of iShares US Technology ETF (IYW) in Q4 2021, closing a stake of 4,786 shares — an estimated $485K sold.

CCG Wealth Management first reported a position in IYW in Q3 2021 and held it in 1 quarter. The position peaked at $485K in Q3 2021. 734 funds tracked by Wall St. Rank hold IYW as of Q4 2021.

  • CCG Wealth Management reported no remaining iShares US Technology ETF position as of Q4 2021 after selling out during the quarter.
  • CCG Wealth Management sold 4,786 iShares US Technology ETF shares in Q4 2021, an estimated $485K.
  • CCG Wealth Management first reported a position in iShares US Technology ETF in Q3 2021 and held it in 1 quarter.
  • CCG Wealth Management's iShares US Technology ETF position peaked at $485K in Q3 2021.
  • 734 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2021.

Based on CCG Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.