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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hudock Inc's IYW Position: Q4 2022 in Review

Hudock Inc sold out of iShares US Technology ETF (IYW) in Q4 2022, closing a stake of 157 shares — an estimated $11K sold.

Hudock Inc first reported a position in IYW in Q1 2015 and held it in 19 quarters. The position peaked at $45K in Q3 2015. 702 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

Hudock Inc reported no remaining iShares US Technology ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 157 iShares US Technology ETF shares in Q4 2022, an estimated $11K.
Hudock Inc first reported a position in iShares US Technology ETF in Q1 2015 and held it in 19 quarters.
Hudock Inc's iShares US Technology ETF position peaked at $45K in Q3 2015.
702 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.