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CMC Financial Group’s iShares US Technology ETF IYW Stock Holding History

CMC Financial Group’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
Q2 		– Sell
-242,376
Closed -$21.3M – 34
2021
Q1 		$21.3M Buy
+242,376
New +$21.2M 12.75% 3

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CMC Financial Group's IYW Position: Q2 2021 in Review

CMC Financial Group sold out of iShares US Technology ETF (IYW) in Q2 2021, closing a stake of 242,376 shares — an estimated $21.3M sold.

CMC Financial Group first reported a position in IYW in Q1 2021 and held it in 1 quarter. The position peaked at $21.3M in Q1 2021. 565 funds tracked by Wall St. Rank hold IYW as of Q2 2021.

  • CMC Financial Group reported no remaining iShares US Technology ETF position as of Q2 2021 after selling out during the quarter.
  • CMC Financial Group sold 242,376 iShares US Technology ETF shares in Q2 2021, an estimated $21.3M.
  • CMC Financial Group first reported a position in iShares US Technology ETF in Q1 2021 and held it in 1 quarter.
  • CMC Financial Group's iShares US Technology ETF position peaked at $21.3M in Q1 2021.
  • 565 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2021.

Based on CMC Financial Group's 13F filing for Q2 2021, filed 11 Aug 2021.