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KCM Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

KCM Investment 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
2021
Q4 		– Sell
-8,136
Closed -$824K – 425
2021
Q3 		$824K Sell
8,136
-3,480
-30% -$363K 0.03% 218
2021
Q2 		$1.16M Hold
11,616
– – 0.05% 193
2021
Q1 		$1.02M Sell
11,616
-100
-0.9% -$8.76K 0.05% 195
2020
Q4 		$997K Hold
11,716
– – 0.05% 188
2020
Q3 		$882K Hold
11,716
– – 0.05% 185
2020
Q2 		$790K Hold
11,716
– – 0.04% 193
2020
Q1 		$599K Sell
11,716
-200
-2% -$11.6K 0.04% 200
2019
Q4 		$693K Hold
11,916
– – 0.04% 213
2019
Q3 		$608K Hold
11,916
– – 0.04% 212
2019
Q2 		$590K Hold
11,916
– – 0.04% 219
2019
Q1 		$568K Hold
11,916
– – 0.04% 209
2018
Q4 		$476K Hold
11,916
– – 0.03% 337
2018
Q3 		$578K Hold
11,916
– – 0.03% 326
2018
Q2 		$531K Sell
11,916
-420
-3% -$18.6K 0.03% 339
2018
Q1 		$519K Sell
12,336
-40
-0.3% -$1.72K 0.03% 353
2017
Q4 		$504K Sell
12,376
-80
-0.6% -$3.21K 0.03% 352
2017
Q3 		$467K Buy
12,456
+3,216
+35% +$118K 0.03% 363
2017
Q2 		$323K Hold
9,240
– – 0.02% 426
2017
Q1 		$312K Hold
9,240
– – 0.02% 427
2016
Q4 		$278K Hold
9,240
– – 0.02% 453
2016
Q3 		$275K Hold
9,240
– – 0.02% 457
2016
Q2 		$243K Sell
9,240
-400
-4% -$10.6K 0.02% 475
2016
Q1 		$261K Hold
9,640
– – 0.02% 446
2015
Q4 		$258K Hold
9,640
– – 0.02% 442
2015
Q3 		$238K Hold
9,640
– – 0.02% 464
2015
Q2 		$252K Hold
9,640
– – 0.02% 470
2015
Q1 		$253K Hold
9,640
– – 0.02% 464
2014
Q4 		$252K Buy
+9,640
New +$246K 0.02% 452

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KCM Investment Advisors's IYW Position: Q4 2021 in Review

KCM Investment Advisors sold out of iShares US Technology ETF (IYW) in Q4 2021, closing a stake of 8,136 shares — an estimated $824K sold.

KCM Investment Advisors first reported a position in IYW in Q4 2014 and held it in 28 quarters. The position peaked at $1.16M in Q2 2021. 734 funds tracked by Wall St. Rank hold IYW as of Q4 2021.

  • KCM Investment Advisors reported no remaining iShares US Technology ETF position as of Q4 2021 after selling out during the quarter.
  • KCM Investment Advisors sold 8,136 iShares US Technology ETF shares in Q4 2021, an estimated $824K.
  • KCM Investment Advisors first reported a position in iShares US Technology ETF in Q4 2014 and held it in 28 quarters.
  • KCM Investment Advisors's iShares US Technology ETF position peaked at $1.16M in Q2 2021.
  • 734 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2021.

Based on KCM Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.