FourThought Financial’s iShares US Technology ETF IYW Stock Holding History

FourThought Financial’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	$26K	Hold	348	–	–	﹤0.01%	798
2022 Q2	$28K	Hold	348	–	–	﹤0.01%	788
2022 Q1	$36K	Hold	348	–	–	﹤0.01%	755
2021 Q4	$40K	Hold	348	–	–	0.01%	730
2021 Q3	$35K	Buy	+348	New	+$36.3K	﹤0.01%	792

Other funds holding IYW

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FourThought Financial's IYW Position: Q3 2022 in Review

FourThought Financial held its iShares US Technology ETF (IYW) position steady in Q3 2022 at 348 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

FourThought Financial first reported a position in IYW in Q3 2021 and has held it in 5 quarters since. The position peaked at $40K in Q4 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

FourThought Financial held 348 shares of iShares US Technology ETF worth $26K as of Q3 2022.
FourThought Financial left its iShares US Technology ETF share count unchanged in Q3 2022.
iShares US Technology ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #798 holding.
FourThought Financial first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 5 quarters since.
FourThought Financial's iShares US Technology ETF position peaked at $40K in Q4 2021.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.