ClearBridge Investments’s iShares US Technology ETF IYW Stock Holding History

ClearBridge Investments’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	–	Sell	-616	Closed	-$49K	–	753
2022 Q2	$49K	Buy	+616	New	+$54.5K	﹤0.01%	758
2020 Q3	–	Sell	-616	Closed	-$42K	–	879
2020 Q2	$42K	Hold	616	–	–	﹤0.01%	796
2020 Q1	$31K	Hold	616	–	–	﹤0.01%	811
2019 Q4	$37K	Buy	+616	New	+$33.5K	﹤0.01%	873

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

ClearBridge Investments's IYW Position: Q3 2022 in Review

ClearBridge Investments sold out of iShares US Technology ETF (IYW) in Q3 2022, closing a stake of 616 shares — an estimated $49K sold.

ClearBridge Investments first reported a position in IYW in Q4 2019 and held it in 4 quarters. The position peaked at $49K in Q2 2022. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

ClearBridge Investments reported no remaining iShares US Technology ETF position as of Q3 2022 after selling out during the quarter.
ClearBridge Investments sold 616 iShares US Technology ETF shares in Q3 2022, an estimated $49K.
ClearBridge Investments first reported a position in iShares US Technology ETF in Q4 2019 and held it in 4 quarters.
ClearBridge Investments's iShares US Technology ETF position peaked at $49K in Q2 2022.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on ClearBridge Investments's 13F filing for Q3 2022, filed 14 Nov 2022.