Garrett Wealth Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Garrett Wealth Advisory 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
2022 Q1	–	Sell	-2,592	Closed	-$298K	–	62
2021 Q4	$298K	Hold	2,592	–	–	0.14%	47
2021 Q3	$262K	Hold	2,592	–	–	0.17%	46
2021 Q2	$258K	Hold	2,592	–	–	0.17%	41
2021 Q1	$227K	Hold	2,592	–	–	0.16%	42
2020 Q4	$221K	Buy	+2,592	New	+$207K	0.17%	43
2019 Q4	–	Sell	-2,592	Closed	-$132K	–	356
2019 Q3	$132K	Buy	+2,592	New	+$132K	0.09%	70

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Garrett Wealth Advisory Group's IYW Position: Q1 2022 in Review

Garrett Wealth Advisory Group sold out of iShares US Technology ETF (IYW) in Q1 2022, closing a stake of 2,592 shares — an estimated $298K sold.

Garrett Wealth Advisory Group first reported a position in IYW in Q3 2019 and held it in 6 quarters. The position peaked at $298K in Q4 2021. 688 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

Garrett Wealth Advisory Group reported no remaining iShares US Technology ETF position as of Q1 2022 after selling out during the quarter.
Garrett Wealth Advisory Group sold 2,592 iShares US Technology ETF shares in Q1 2022, an estimated $298K.
Garrett Wealth Advisory Group first reported a position in iShares US Technology ETF in Q3 2019 and held it in 6 quarters.
Garrett Wealth Advisory Group's iShares US Technology ETF position peaked at $298K in Q4 2021.
688 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2022, filed 25 Apr 2022.