Danda Trouve Investment Management’s iShares US Technology ETF IYW Stock Holding History

Danda Trouve Investment 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 Q3	$2.25M	Sell	30,688 -198	-0.6%	-$16.8K	4.16%	11
2022 Q2	$2.47M	Sell	30,886 -29,415	-49%	-$2.6M	3.8%	13
2022 Q1	$6.21M	Sell	60,301 -10,643	-15%	-$1.09M	7.77%	3
2021 Q4	$8.15M	Buy	70,944 +2,283	+3%	+$253K	9.23%	2
2021 Q3	$6.95M	Buy	68,661 +2,907	+4%	+$303K	8.38%	1
2021 Q2	$6.54M	Sell	65,754 -1,145	-2%	-$107K	7.76%	1
2021 Q1	$5.87M	Buy	66,899 +501	+0.8%	+$43.9K	7.22%	1
2020 Q4	$5.65M	Buy	66,398 +574	+0.9%	+$45.9K	6.89%	2
2020 Q3	$4.96M	Sell	65,824 -66,192	-50%	-$4.83M	6.75%	2
2020 Q2	$8.9M	Sell	132,016 -3,504	-3%	-$211K	13.47%	1
2020 Q1	$6.92M	Sell	135,520 -2,680	-2%	-$155K	14.37%	1
2019 Q4	$8.04M	Buy	+138,200	New	+$7.52M	11.56%	1

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

Danda Trouve Investment Management's IYW Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its iShares US Technology ETF (IYW) stake by 0.64% in Q3 2022, selling an estimated $16.8K and leaving 30,688 shares worth $2.25M. The position accounts for 4.16% of the portfolio, ranked #11.

Danda Trouve Investment Management first reported a position in IYW in Q4 2019 and has held it in 12 quarters since. The position peaked at $8.9M in Q2 2020. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

Danda Trouve Investment Management held 30,688 shares of iShares US Technology ETF worth $2.25M as of Q3 2022.
Danda Trouve Investment Management sold 198 iShares US Technology ETF shares in Q3 2022, an estimated $16.8K.
iShares US Technology ETF made up 4.16% of Danda Trouve Investment Management's portfolio in Q3 2022, its #11 holding.
Danda Trouve Investment Management first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's iShares US Technology ETF position peaked at $8.9M in Q2 2020.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.