Hudock Inc’s iShares US Technology ETF IYW Stock Holding History

Hudock Inc’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	-157	Closed	-$11K	–	430
2022 Q3	$11K	Buy	157 +14	+10%	+$1.19K	﹤0.01%	514
2022 Q2	$11K	Buy	143 +86	+151%	+$7.61K	﹤0.01%	512
2022 Q1	$5K	Hold	57	–	–	﹤0.01%	613
2021 Q4	$6K	Sell	57 -7	-11%	-$777	﹤0.01%	594
2021 Q3	$6K	Hold	64	–	–	﹤0.01%	614
2021 Q2	$6K	Hold	64	–	–	﹤0.01%	596
2021 Q1	$5K	Hold	64	–	–	﹤0.01%	606
2020 Q4	$5K	Hold	64	–	–	﹤0.01%	583
2020 Q3	$4K	Sell	64 -40	-38%	-$2.92K	﹤0.01%	571
2020 Q2	$7K	Hold	104	–	–	﹤0.01%	486
2020 Q1	$5K	Hold	104	–	–	﹤0.01%	475
2019 Q4	$6K	Hold	104	–	–	﹤0.01%	467
2019 Q3	$5K	Hold	104	–	–	﹤0.01%	497
2019 Q2	$5K	Hold	104	–	–	﹤0.01%	500
2019 Q1	$4K	Hold	104	–	–	﹤0.01%	517
2018 Q4	$4K	Buy	+104	New	+$4.5K	﹤0.01%	493
2015 Q4	–	Sell	-1,844	Closed	-$45K	–	568
2015 Q3	$45K	Buy	1,844 +596	+48%	+$15.4K	0.02%	222
2015 Q2	$32K	Hold	1,248	–	–	0.01%	270
2015 Q1	$33K	Buy	+1,248	New	+$32.8K	0.01%	274

Other funds holding IYW

Envestnet Asset Management

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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)

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