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Homrich & Berg’s iShares US Technology ETF IYW Stock Holding History

Homrich & Berg’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
2021
Q3 		$1.34M Sell
13,233
-461
-3% -$48.1K 0.03% 192
2021
Q2 		$1.36M Sell
13,694
-60
-0.4% -$5.6K 0.03% 184
2021
Q1 		$1.21M Buy
13,754
+4,986
+57% +$437K 0.03% 188
2020
Q4 		$746K Buy
+8,768
New +$701K 0.02% 225
2020
Q3 		– Sell
-3,048
Closed -$206K – 348
2020
Q2 		$206K Buy
+3,048
New +$184K 0.01% 294

Other funds holding IYW

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Homrich & Berg's IYW Position: Q3 2021 in Review

Homrich & Berg reduced its iShares US Technology ETF (IYW) stake by 3.4% in Q3 2021, selling an estimated $48.1K and leaving 13,233 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #192.

Homrich & Berg first reported a position in IYW in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.36M in Q2 2021. 637 funds tracked by Wall St. Rank hold IYW as of Q3 2021.

  • Homrich & Berg held 13,233 shares of iShares US Technology ETF worth $1.34M as of Q3 2021.
  • Homrich & Berg sold 461 iShares US Technology ETF shares in Q3 2021, an estimated $48.1K.
  • iShares US Technology ETF made up 0.03% of Homrich & Berg's portfolio in Q3 2021, its #192 holding.
  • Homrich & Berg first reported a position in iShares US Technology ETF in Q2 2020 and has held it in 5 quarters since.
  • Homrich & Berg's iShares US Technology ETF position peaked at $1.36M in Q2 2021.
  • 637 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.