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Goodwin Investment Advisory’s iShares US Technology ETF IYW Stock Holding History

Goodwin Investment Advisory’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
-544
Closed -$40K – 234
2022
Q3 		$40K Sell
544
-37,568
-99% -$3.19M 0.03% 96
2022
Q2 		$3.05M Buy
38,112
+16,568
+77% +$1.47M 2.35% 12
2022
Q1 		$2.22M Buy
21,544
+11,259
+109% +$1.15M 1.52% 13
2021
Q4 		$1.18M Buy
+10,285
New +$1.14M 0.88% 14

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $68.3B AUM 20.5% 1-Year Est. Return

Goodwin Investment Advisory's IYW Position: Q4 2022 in Review

Goodwin Investment Advisory sold out of iShares US Technology ETF (IYW) in Q4 2022, closing a stake of 544 shares — an estimated $40K sold.

Goodwin Investment Advisory first reported a position in IYW in Q4 2021 and held it in 4 quarters. The position peaked at $3.05M in Q2 2022. 701 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

  • Goodwin Investment Advisory reported no remaining iShares US Technology ETF position as of Q4 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 544 iShares US Technology ETF shares in Q4 2022, an estimated $40K.
  • Goodwin Investment Advisory first reported a position in iShares US Technology ETF in Q4 2021 and held it in 4 quarters.
  • Goodwin Investment Advisory's iShares US Technology ETF position peaked at $3.05M in Q2 2022.
  • 701 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on Goodwin Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.