Gofen & Glossberg’s iShares US Technology ETF IYW Stock Holding History

Gofen & Glossberg’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	$387K	Hold	5,200	–	–	0.01%	388
2022 Q3	$382K	Hold	5,200	–	–	0.01%	367
2022 Q2	$416K	Hold	5,200	–	–	0.01%	349
2022 Q1	$536K	Hold	5,200	–	–	0.01%	331
2021 Q4	$597K	Hold	5,200	–	–	0.01%	321
2021 Q3	$527K	Hold	5,200	–	–	0.01%	335
2021 Q2	$517K	Hold	5,200	–	–	0.01%	334
2021 Q1	$456K	Hold	5,200	–	–	0.01%	342
2020 Q4	$442K	Hold	5,200	–	–	0.01%	327
2020 Q3	$391K	Hold	5,200	–	–	0.01%	325
2020 Q2	$350K	Sell	5,200 -800	-13%	-$48.3K	0.01%	329
2020 Q1	$306K	Hold	6,000	–	–	0.01%	327
2019 Q4	$349K	Hold	6,000	–	–	0.01%	346
2019 Q3	$306K	Buy	+6,000	New	+$305K	0.01%	356
2019 Q2	–	Sell	-4,800	Closed	-$229K	–	453
2019 Q1	$229K	Buy	+4,800	New	+$213K	0.01%	393

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

Gofen & Glossberg's IYW Position: Q4 2022 in Review

Gofen & Glossberg held its iShares US Technology ETF (IYW) position steady in Q4 2022 at 5,200 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #388.

Gofen & Glossberg first reported a position in IYW in Q1 2019 and has held it in 15 quarters since. The position peaked at $597K in Q4 2021. 701 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

Gofen & Glossberg held 5,200 shares of iShares US Technology ETF worth $387K as of Q4 2022.
Gofen & Glossberg left its iShares US Technology ETF share count unchanged in Q4 2022.
iShares US Technology ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #388 holding.
Gofen & Glossberg first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 15 quarters since.
Gofen & Glossberg's iShares US Technology ETF position peaked at $597K in Q4 2021.
701 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.