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Keudell/Morrison Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Keudell/Morrison 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
2022
Q2 		– Sell
-2,100
Closed -$216K – 179
2022
Q1 		$216K Buy
+2,100
New +$214K 0.09% 164

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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

Keudell/Morrison Wealth Management's IYW Position: Q2 2022 in Review

Keudell/Morrison Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2022, closing a stake of 2,100 shares — an estimated $216K sold.

Keudell/Morrison Wealth Management first reported a position in IYW in Q1 2022 and held it in 1 quarter. The position peaked at $216K in Q1 2022. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

  • Keudell/Morrison Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,100 iShares US Technology ETF shares in Q2 2022, an estimated $216K.
  • Keudell/Morrison Wealth Management first reported a position in iShares US Technology ETF in Q1 2022 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's iShares US Technology ETF position peaked at $216K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.