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Comerica Securities’s iShares US Technology ETF IYW Stock Holding History

Comerica Securities’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
2023
Q3 		$2.76M Sell
26,254
-28,504
-52% -$3.1M 0.23% 108
2023
Q2 		$5.96M Sell
54,758
-3,013
-5% -$296K 0.41% 68
2023
Q1 		$5.36M Buy
57,771
+15,602
+37% +$1.31M 0.39% 73
2022
Q4 		$3.14M Buy
+42,169
New +$3.23M 0.22% 112
2022
Q2 		– Sell
-2,239
Closed -$231K – 492
2022
Q1 		$231K Sell
2,239
-2,388
-52% -$244K 0.02% 452
2021
Q4 		$531K Sell
4,627
-2,889
-38% -$321K 0.03% 313
2021
Q3 		$761K Buy
7,516
+3,200
+74% +$334K 0.05% 273
2021
Q2 		$429K Sell
4,316
-302
-7% -$28.2K 0.03% 334
2021
Q1 		$405K Sell
4,618
-5,708
-55% -$500K 0.03% 351
2020
Q4 		$879K Buy
10,326
+122
+1% +$9.75K 0.07% 222
2020
Q3 		$768K Sell
10,204
-796
-7% -$58.1K 0.07% 219
2020
Q2 		$742K Buy
+11,000
New +$664K 0.07% 220
2015
Q3 		– Sell
-14,956
Closed -$391K – 275
2015
Q2 		$391K Buy
+14,956
New +$403K 0.1% 218

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Comerica Securities's IYW Position: Q3 2023 in Review

Comerica Securities reduced its iShares US Technology ETF (IYW) stake by 52% in Q3 2023, selling an estimated $3.1M and leaving 26,254 shares worth $2.76M. The position accounts for 0.23% of the portfolio, ranked #108.

Comerica Securities first reported a position in IYW in Q2 2015 and has held it in 13 quarters since. The position peaked at $5.96M in Q2 2023. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

  • Comerica Securities held 26,254 shares of iShares US Technology ETF worth $2.76M as of Q3 2023.
  • Comerica Securities sold 28,504 iShares US Technology ETF shares in Q3 2023, an estimated $3.1M.
  • iShares US Technology ETF made up 0.23% of Comerica Securities's portfolio in Q3 2023, its #108 holding.
  • Comerica Securities first reported a position in iShares US Technology ETF in Q2 2015 and has held it in 13 quarters since.
  • Comerica Securities's iShares US Technology ETF position peaked at $5.96M in Q2 2023.
  • 832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.