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Dixon Hughes Goodman Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$60K Hold
586
– – 0.02% 290
2021
Q4 		$67K Buy
+586
New +$65.1K 0.02% 236

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Dixon Hughes Goodman Wealth Advisors's IYW Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q1 2022 at 586 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #290.

Dixon Hughes Goodman Wealth Advisors first reported a position in IYW in Q4 2021 and has held it in 2 quarters since. The position peaked at $67K in Q4 2021. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 586 shares of iShares US Technology ETF worth $60K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its iShares US Technology ETF share count unchanged in Q1 2022.
  • iShares US Technology ETF made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #290 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's iShares US Technology ETF position peaked at $67K in Q4 2021.
  • 689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.