First Capital Advisors Group’s iShares US Technology ETF IYW Stock Holding History

First Capital Advisors Group’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
2023 Q2	$48K	Hold	440	–	–	0.03%	305
2023 Q1	$40.9K	Sell	440 -83	-16%	-$6.96K	0.03%	173
2022 Q4	$39K	Sell	523 -47	-8%	-$3.6K	0.03%	184
2022 Q3	$42K	Buy	+570	New	+$48.3K	0.04%	162
2018 Q2	–	Sell	-1,344	Closed	-$57K	–	468
2018 Q1	$57K	Buy	+1,344	New	+$57.9K	0.03%	254

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

First Capital Advisors Group's IYW Position: Q2 2023 in Review

First Capital Advisors Group held its iShares US Technology ETF (IYW) position steady in Q2 2023 at 440 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #305.

First Capital Advisors Group first reported a position in IYW in Q1 2018 and has held it in 5 quarters since. The position peaked at $57K in Q1 2018. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

First Capital Advisors Group held 440 shares of iShares US Technology ETF worth $48K as of Q2 2023.
First Capital Advisors Group left its iShares US Technology ETF share count unchanged in Q2 2023.
iShares US Technology ETF made up 0.03% of First Capital Advisors Group's portfolio in Q2 2023, its #305 holding.
First Capital Advisors Group first reported a position in iShares US Technology ETF in Q1 2018 and has held it in 5 quarters since.
First Capital Advisors Group's iShares US Technology ETF position peaked at $57K in Q1 2018.
828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.