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Flagship Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Flagship Private Wealth’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
2021
Q3 		– Sell
-555
Closed -$56.4K – 185
2021
Q2 		$56.4K Hold
555
– – 0.04% 130
2021
Q1 		$50.9K Sell
555
-1
-0.2% -$88 0.04% 118
2020
Q4 		$48.5K Buy
+556
New +$44.4K 0.05% 119

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Flagship Private Wealth's IYW Position: Q3 2021 in Review

Flagship Private Wealth sold out of iShares US Technology ETF (IYW) in Q3 2021, closing a stake of 555 shares — an estimated $56.4K sold.

Flagship Private Wealth first reported a position in IYW in Q4 2020 and held it in 3 quarters. The position peaked at $56.4K in Q2 2021. 637 funds tracked by Wall St. Rank hold IYW as of Q3 2021.

  • Flagship Private Wealth reported no remaining iShares US Technology ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 555 iShares US Technology ETF shares in Q3 2021, an estimated $56.4K.
  • Flagship Private Wealth first reported a position in iShares US Technology ETF in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's iShares US Technology ETF position peaked at $56.4K in Q2 2021.
  • 637 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.