Cribstone Capital Management’s iShares US Technology ETF IYW Stock Holding History

Cribstone Capital 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
2022 Q4	$29.8K	Hold	400	–	–	0.02%	187
2022 Q3	$29K	Hold	400	–	–	0.02%	188
2022 Q2	$32K	Hold	400	–	–	0.02%	177
2022 Q1	$41K	Hold	400	–	–	0.02%	173
2021 Q4	$46K	Hold	400	–	–	0.03%	169
2021 Q3	$41K	Hold	400	–	–	0.02%	172
2021 Q2	$40K	Hold	400	–	–	0.02%	174
2021 Q1	$35K	Hold	400	–	–	0.02%	170
2020 Q4	$34K	Hold	400	–	–	0.02%	172
2020 Q3	$30K	Sell	400 -480	-55%	-$35.1K	0.02%	143
2020 Q2	$59K	Sell	880 -160	-15%	-$9.66K	0.05%	121
2020 Q1	$53K	Hold	1,040	–	–	0.06%	112
2019 Q4	$60K	Hold	1,040	–	–	0.05%	132
2019 Q3	$53K	Hold	1,040	–	–	0.03%	218
2019 Q2	$51K	Buy	1,040 +640	+160%	+$31.3K	0.03%	237
2019 Q1	$19K	Hold	400	–	–	0.01%	377
2018 Q4	$16K	Hold	400	–	–	0.01%	399
2018 Q3	$19K	Hold	400	–	–	0.01%	412
2018 Q2	$18K	Hold	400	–	–	0.01%	416
2018 Q1	$17K	Hold	400	–	–	0.01%	410
2017 Q4	$16K	Hold	400	–	–	0.01%	489
2017 Q3	$15K	Hold	400	–	–	0.01%	447
2017 Q2	$14K	Hold	400	–	–	0.01%	454
2017 Q1	$13K	Hold	400	–	–	0.01%	501
2016 Q4	$12K	Hold	400	–	–	0.01%	474
2016 Q3	$12K	Hold	400	–	–	0.01%	480
2016 Q2	$11K	Buy	+400	New	+$10.6K	0.01%	514

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cribstone Capital Management's IYW Position: Q4 2022 in Review

Cribstone Capital Management held its iShares US Technology ETF (IYW) position steady in Q4 2022 at 400 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #187.

Cribstone Capital Management first reported a position in IYW in Q2 2016 and has held it in 27 quarters since. The position peaked at $60K in Q4 2019. 701 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

Cribstone Capital Management held 400 shares of iShares US Technology ETF worth $29.8K as of Q4 2022.
Cribstone Capital Management left its iShares US Technology ETF share count unchanged in Q4 2022.
iShares US Technology ETF made up 0.02% of Cribstone Capital Management's portfolio in Q4 2022, its #187 holding.
Cribstone Capital Management first reported a position in iShares US Technology ETF in Q2 2016 and has held it in 27 quarters since.
Cribstone Capital Management's iShares US Technology ETF position peaked at $60K in Q4 2019.
701 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.