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

FLC Capital Advisors’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
-15,569
Closed -$1.14M – 166
2022
Q3 		$1.14M Sell
15,569
-1,865
-11% -$158K 0.4% 58
2022
Q2 		$1.39M Sell
17,434
-4,740
-21% -$420K 0.46% 53
2022
Q1 		$2.29M Buy
22,174
+3,456
+18% +$353K 0.64% 44
2021
Q4 		$2.15M Buy
18,718
+16,657
+808% +$1.85M 0.6% 42
2021
Q3 		$209K Buy
+2,061
New +$215K 0.06% 165

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FLC Capital Advisors's IYW Position: Q4 2022 in Review

FLC Capital Advisors sold out of iShares US Technology ETF (IYW) in Q4 2022, closing a stake of 15,569 shares — an estimated $1.14M sold.

FLC Capital Advisors first reported a position in IYW in Q3 2021 and held it in 5 quarters. The position peaked at $2.29M in Q1 2022. 702 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

  • FLC Capital Advisors reported no remaining iShares US Technology ETF position as of Q4 2022 after selling out during the quarter.
  • FLC Capital Advisors sold 15,569 iShares US Technology ETF shares in Q4 2022, an estimated $1.14M.
  • FLC Capital Advisors first reported a position in iShares US Technology ETF in Q3 2021 and held it in 5 quarters.
  • FLC Capital Advisors's iShares US Technology ETF position peaked at $2.29M in Q1 2022.
  • 702 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on FLC Capital Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.