IFWM
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Institute for Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Institute for Wealth Management’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
Q2 		– Sell
-9,880
Closed -$866K – 498
2021
Q1 		$866K Sell
9,880
-5,794
-37% -$508K 0.16% 167
2020
Q4 		$1.33M Buy
15,674
+10
+0.1% +$799 0.27% 96
2020
Q3 		$1.18M Sell
15,664
-2,208
-12% -$161K 0.27% 97
2020
Q2 		$1.21M Buy
17,872
+1,900
+12% +$115K 0.3% 89
2020
Q1 		$816K Sell
15,972
-5,020
-24% -$291K 0.25% 108
2019
Q4 		$1.22M Sell
20,992
-1,080
-5% -$58.7K 0.28% 98
2019
Q3 		$1.13M Sell
22,072
-580
-3% -$29.5K 0.28% 98
2019
Q2 		$1.12M Buy
+22,652
New +$1.11M 0.25% 119
2014
Q2 		– Sell
-98,932
Closed -$2.25M – 68
2014
Q1 		$2.25M Buy
98,932
+9,548
+11% +$213K 1.93% 19
2013
Q4 		$1.98M Sell
89,384
-156,516
-64% -$3.26M 1.42% 24
2013
Q3 		$4.84M Buy
245,900
+92,972
+61% +$1.81M 3.33% 13
2013
Q2 		$2.81M Buy
+152,928
New +$2.84M 2.26% 19

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Institute for Wealth Management's IYW Position: Q2 2021 in Review

Institute for Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2021, closing a stake of 9,880 shares — an estimated $866K sold.

Institute for Wealth Management first reported a position in IYW in Q2 2013 and held it in 12 quarters. The position peaked at $4.84M in Q3 2013. 565 funds tracked by Wall St. Rank hold IYW as of Q2 2021.

  • Institute for Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 9,880 iShares US Technology ETF shares in Q2 2021, an estimated $866K.
  • Institute for Wealth Management first reported a position in iShares US Technology ETF in Q2 2013 and held it in 12 quarters.
  • Institute for Wealth Management's iShares US Technology ETF position peaked at $4.84M in Q3 2013.
  • 565 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2021.

Based on Institute for Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.