EdgeRock Capital’s iShares US Technology ETF IYW Stock Holding History

EdgeRock Capital’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	–	Sell	-432	Closed	-$32K	–	224
2022 Q3	$32K	Buy	+432	New	+$36.6K	0.02%	126

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

EdgeRock Capital's IYW Position: Q4 2022 in Review

EdgeRock Capital sold out of iShares US Technology ETF (IYW) in Q4 2022, closing a stake of 432 shares — an estimated $32K sold.

EdgeRock Capital first reported a position in IYW in Q3 2022 and held it in 1 quarter. The position peaked at $32K in Q3 2022. 701 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

EdgeRock Capital reported no remaining iShares US Technology ETF position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 432 iShares US Technology ETF shares in Q4 2022, an estimated $32K.
EdgeRock Capital first reported a position in iShares US Technology ETF in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's iShares US Technology ETF position peaked at $32K in Q3 2022.
701 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

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