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Heritage Wealth Management (Arizona)’s iShares US Technology ETF IYW Stock Holding History

Heritage Wealth Management (Arizona)’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 		$109K Buy
1,464
+779
+114% +$59.6K 0.02% 402
2022
Q3 		$50K Sell
685
-89
-11% -$7.55K 0.02% 399
2022
Q2 		$61.9K Sell
774
-124
-14% -$11K 0.02% 383
2022
Q1 		$93K Buy
+898
New +$91.7K 0.03% 377
2021
Q3 		$133K Buy
1,312
+797
+155% +$83.2K 0.05% 290
2021
Q2 		$51K Hold
515
– – 0.02% 448
2021
Q1 		$45K Buy
+515
New +$45.1K 0.03% 393

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

Heritage Wealth Management (Arizona)'s IYW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares US Technology ETF (IYW) stake by 114% in Q4 2022, buying an estimated $59.6K and bringing the position to 1,464 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #402.

Heritage Wealth Management (Arizona) first reported a position in IYW in Q1 2021 and has held it in 7 quarters since. The position peaked at $133K in Q3 2021. 701 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,464 shares of iShares US Technology ETF worth $109K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 779 iShares US Technology ETF shares in Q4 2022, an estimated $59.6K.
  • iShares US Technology ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #402 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares US Technology ETF position peaked at $133K in Q3 2021.
  • 701 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.