Karn Couzens & Associates’s iShares US Technology ETF IYW Stock Holding History

Karn Couzens & Associates’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 Q1	$1.36M	Sell	13,167 -1,960	-13%	-$200K	0.86%	22
2021 Q4	$1.74M	Sell	15,127 -399	-3%	-$44.3K	1.19%	16
2021 Q3	$1.57M	Sell	15,526 -1,150	-7%	-$120K	1.2%	16
2021 Q2	$1.66M	Sell	16,676 -925	-5%	-$86.3K	1.29%	15
2021 Q1	$1.54M	Sell	17,601 -1,360	-7%	-$119K	1.39%	15
2020 Q4	$1.61M	Buy	+18,961	New	+$1.52M	1.53%	15

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Karn Couzens & Associates's IYW Position: Q1 2022 in Review

Karn Couzens & Associates reduced its iShares US Technology ETF (IYW) stake by 13% in Q1 2022, selling an estimated $200K and leaving 13,167 shares worth $1.36M. The position accounts for 0.86% of the portfolio, ranked #22.

Karn Couzens & Associates first reported a position in IYW in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.74M in Q4 2021. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

Karn Couzens & Associates held 13,167 shares of iShares US Technology ETF worth $1.36M as of Q1 2022.
Karn Couzens & Associates sold 1,960 iShares US Technology ETF shares in Q1 2022, an estimated $200K.
iShares US Technology ETF made up 0.86% of Karn Couzens & Associates's portfolio in Q1 2022, its #22 holding.
Karn Couzens & Associates first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares US Technology ETF position peaked at $1.74M in Q4 2021.
689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.