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

Donaldson 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 Q2	–	Sell	-2,900	Closed	-$299K	–	239
2022 Q1	$299K	Hold	2,900	–	–	0.01%	221
2021 Q4	$333K	Hold	2,900	–	–	0.01%	228
2021 Q3	$294K	Hold	2,900	–	–	0.01%	226
2021 Q2	$288K	Buy	+2,900	New	+$270K	0.01%	226

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Donaldson Capital Management's IYW Position: Q2 2022 in Review

Donaldson Capital Management sold out of iShares US Technology ETF (IYW) in Q2 2022, closing a stake of 2,900 shares — an estimated $299K sold.

Donaldson Capital Management first reported a position in IYW in Q2 2021 and held it in 4 quarters. The position peaked at $333K in Q4 2021. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

Donaldson Capital Management reported no remaining iShares US Technology ETF position as of Q2 2022 after selling out during the quarter.
Donaldson Capital Management sold 2,900 iShares US Technology ETF shares in Q2 2022, an estimated $299K.
Donaldson Capital Management first reported a position in iShares US Technology ETF in Q2 2021 and held it in 4 quarters.
Donaldson Capital Management's iShares US Technology ETF position peaked at $333K in Q4 2021.
631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Donaldson Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.