KCS Wealth Advisory’s iShares US Technology ETF IYW Stock Holding History

KCS Wealth Advisory’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
2023 Q3	–	Sell	-1,890	Closed	-$206K	–	144
2023 Q2	$206K	Buy	+1,890	New	+$186K	0.07%	148
2022 Q2	–	Sell	-2,014	Closed	-$208K	–	162
2022 Q1	$208K	Hold	2,014	–	–	0.1%	152
2021 Q4	$231K	Hold	2,014	–	–	0.09%	149
2021 Q3	$204K	Buy	+2,014	New	+$210K	0.1%	145

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

KCS Wealth Advisory's IYW Position: Q3 2023 in Review

KCS Wealth Advisory sold out of iShares US Technology ETF (IYW) in Q3 2023, closing a stake of 1,890 shares — an estimated $206K sold.

KCS Wealth Advisory first reported a position in IYW in Q3 2021 and held it in 4 quarters. The position peaked at $231K in Q4 2021. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

KCS Wealth Advisory reported no remaining iShares US Technology ETF position as of Q3 2023 after selling out during the quarter.
KCS Wealth Advisory sold 1,890 iShares US Technology ETF shares in Q3 2023, an estimated $206K.
KCS Wealth Advisory first reported a position in iShares US Technology ETF in Q3 2021 and held it in 4 quarters.
KCS Wealth Advisory's iShares US Technology ETF position peaked at $231K in Q4 2021.
832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.