Kore Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Kore Private Wealth’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	-12,445	Closed	-$1.28M	–	329
2022 Q1	$1.28M	Buy	12,445 +1,282	+11%	+$131K	0.16%	98
2021 Q4	$1.28M	Sell	11,163 -14,431	-56%	-$1.6M	0.16%	104
2021 Q3	$2.59M	Buy	25,594 +1,913	+8%	+$200K	0.27%	69
2021 Q2	$2.35M	Buy	23,681 +8,843	+60%	+$825K	0.26%	68
2021 Q1	$1.3M	Buy	+14,838	New	+$1.3M	0.18%	98
2020 Q3	–	Sell	-1,128	Closed	-$76K	–	688
2020 Q2	$76K	Hold	1,128	–	–	0.02%	377
2020 Q1	$58K	Sell	1,128 -3,332	-75%	-$193K	0.01%	390
2019 Q4	$259K	Hold	4,460	–	–	0.05%	212
2019 Q3	$225K	Hold	4,460	–	–	0.05%	200
2019 Q2	$221K	Buy	+4,460	New	+$218K	0.05%	201
2019 Q1	–	Sell	-3,908	Closed	-$156K	–	952
2018 Q4	$156K	Buy	+3,908	New	+$169K	0.04%	229

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Kore Private Wealth's IYW Position: Q2 2022 in Review

Kore Private Wealth sold out of iShares US Technology ETF (IYW) in Q2 2022, closing a stake of 12,445 shares — an estimated $1.28M sold.

Kore Private Wealth first reported a position in IYW in Q4 2018 and held it in 11 quarters. The position peaked at $2.59M in Q3 2021. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

Kore Private Wealth reported no remaining iShares US Technology ETF position as of Q2 2022 after selling out during the quarter.
Kore Private Wealth sold 12,445 iShares US Technology ETF shares in Q2 2022, an estimated $1.28M.
Kore Private Wealth first reported a position in iShares US Technology ETF in Q4 2018 and held it in 11 quarters.
Kore Private Wealth's iShares US Technology ETF position peaked at $2.59M in Q3 2021.
631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Kore Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.