CMP
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Coston McIsaac & Partners’s iShares US Technology ETF IYW Stock Holding History

Coston McIsaac & Partners’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
Q2 		– Sell
-27
Closed -$2K – 806
2023
Q1 		$2K Buy
+27
New +$2.27K ﹤0.01% 700

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Coston McIsaac & Partners's IYW Position: Q2 2023 in Review

Coston McIsaac & Partners sold out of iShares US Technology ETF (IYW) in Q2 2023, closing a stake of 27 shares — an estimated $2K sold.

Coston McIsaac & Partners first reported a position in IYW in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

  • Coston McIsaac & Partners reported no remaining iShares US Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 27 iShares US Technology ETF shares in Q2 2023, an estimated $2K.
  • Coston McIsaac & Partners first reported a position in iShares US Technology ETF in Q1 2023 and held it in 1 quarter.
  • Coston McIsaac & Partners's iShares US Technology ETF position peaked at $2K in Q1 2023.
  • 828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on Coston McIsaac & Partners's 13F filing for Q2 2023, filed 1 Aug 2023.