Eaton Vance Management’s iShares US Technology ETF IYW Stock Holding History

Eaton Vance 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	$242K	Hold	3,300	–	–	﹤0.01%	1461
2022 Q2	$264K	Sell	3,300 -3,128	-49%	-$277K	﹤0.01%	1487
2022 Q1	$662K	Hold	6,428	–	–	﹤0.01%	1458
2021 Q4	$738K	Hold	6,428	–	–	﹤0.01%	1240
2021 Q3	$334K	Hold	6,428	–	–	﹤0.01%	1270
2021 Q2	$639K	Buy	6,428 +2,270	+55%	+$212K	﹤0.01%	1291
2021 Q1	$365K	Sell	4,158 -100	-2%	-$8.76K	﹤0.01%	1352
2020 Q4	$363K	Buy	+4,258	New	+$340K	﹤0.01%	1290

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Eaton Vance Management's IYW Position: Q3 2022 in Review

Eaton Vance Management held its iShares US Technology ETF (IYW) position steady in Q3 2022 at 3,300 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Eaton Vance Management first reported a position in IYW in Q4 2020 and has held it in 8 quarters since. The position peaked at $738K in Q4 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

Eaton Vance Management held 3,300 shares of iShares US Technology ETF worth $242K as of Q3 2022.
Eaton Vance Management left its iShares US Technology ETF share count unchanged in Q3 2022.
iShares US Technology ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1461 holding.
Eaton Vance Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 8 quarters since.
Eaton Vance Management's iShares US Technology ETF position peaked at $738K in Q4 2021.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.