IWA
IYW icon

Intercontinental Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Intercontinental Wealth Advisors’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
Q3 		– Sell
-2,901
Closed -$232K – 274
2022
Q2 		$232K Hold
2,901
– – 0.06% 261
2022
Q1 		$299K Sell
2,901
-317
-10% -$32.4K 0.07% 245
2021
Q4 		$369K Sell
3,218
-68
-2% -$7.55K 0.08% 217
2021
Q3 		$333K Sell
3,286
-880
-21% -$91.8K 0.08% 218
2021
Q2 		$414K Sell
4,166
-62
-1% -$5.78K 0.08% 197
2021
Q1 		$371K Hold
4,228
– – 0.08% 190
2020
Q4 		$360K Hold
4,228
– – 0.09% 179
2020
Q3 		$318K Buy
4,228
+1,028
+32% +$75.1K 0.09% 155
2020
Q2 		$216K Buy
+3,200
New +$193K 0.07% 169

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Intercontinental Wealth Advisors's IYW Position: Q3 2022 in Review

Intercontinental Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q3 2022, closing a stake of 2,901 shares — an estimated $232K sold.

Intercontinental Wealth Advisors first reported a position in IYW in Q2 2020 and held it in 9 quarters. The position peaked at $414K in Q2 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

  • Intercontinental Wealth Advisors reported no remaining iShares US Technology ETF position as of Q3 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 2,901 iShares US Technology ETF shares in Q3 2022, an estimated $232K.
  • Intercontinental Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2020 and held it in 9 quarters.
  • Intercontinental Wealth Advisors's iShares US Technology ETF position peaked at $414K in Q2 2021.
  • 584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.