Krilogy Financial’s iShares US Technology ETF IYW Stock Holding History

Krilogy Financial’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	-20,872	Closed	-$2.11M	–	284
2021 Q3	$2.11M	Hold	20,872	–	–	0.21%	72
2021 Q2	$2.08M	Hold	20,872	–	–	0.21%	72
2021 Q1	$1.83M	Hold	20,872	–	–	0.19%	73
2020 Q4	$1.78M	Hold	20,872	–	–	0.21%	72
2020 Q3	$1.57M	Hold	20,872	–	–	0.22%	70
2020 Q2	$1.41M	Hold	20,872	–	–	0.22%	68
2020 Q1	$1.07M	Hold	20,872	–	–	0.2%	72
2019 Q4	$1.21M	Hold	20,872	–	–	0.2%	77
2019 Q3	$1.07M	Hold	20,872	–	–	0.19%	78
2019 Q2	$1.03M	Hold	20,872	–	–	0.2%	76
2019 Q1	$995K	Sell	20,872 -1,004	-5%	-$44.6K	0.21%	73
2018 Q4	$875K	Hold	21,876	–	–	0.24%	51
2018 Q3	$1.06M	Sell	21,876 -600	-3%	-$28.4K	0.24%	48
2018 Q2	$1M	Hold	22,476	–	–	0.25%	48
2018 Q1	$945K	Hold	22,476	–	–	0.23%	52
2017 Q4	$915K	Hold	22,476	–	–	0.22%	53
2017 Q3	$842K	Hold	22,476	–	–	0.21%	54
2017 Q2	$785K	Hold	22,476	–	–	0.22%	51
2017 Q1	$676K	Hold	22,476	–	–	0.21%	55
2016 Q4	$676K	Sell	22,476 -2,476	-10%	-$73.8K	0.21%	55
2016 Q3	$742K	Sell	24,952 -800	-3%	-$22.9K	0.24%	52
2016 Q2	$678K	Buy	25,752 +800	+3%	+$21.1K	0.24%	56
2016 Q1	$677K	Buy	+24,952	New	+$630K	0.28%	45
2015 Q4	–	Sell	-24,952	Closed	-$617K	–	520
2015 Q3	$617K	Buy	+24,952	New	+$645K	0.29%	43

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Krilogy Financial's IYW Position: Q4 2021 in Review

Krilogy Financial sold out of iShares US Technology ETF (IYW) in Q4 2021, closing a stake of 20,872 shares — an estimated $2.11M sold.

Krilogy Financial first reported a position in IYW in Q3 2015 and held it in 24 quarters. The position peaked at $2.11M in Q3 2021. 734 funds tracked by Wall St. Rank hold IYW as of Q4 2021.

Krilogy Financial reported no remaining iShares US Technology ETF position as of Q4 2021 after selling out during the quarter.
Krilogy Financial sold 20,872 iShares US Technology ETF shares in Q4 2021, an estimated $2.11M.
Krilogy Financial first reported a position in iShares US Technology ETF in Q3 2015 and held it in 24 quarters.
Krilogy Financial's iShares US Technology ETF position peaked at $2.11M in Q3 2021.
734 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2021.

Based on Krilogy Financial's 13F filing for Q4 2021, filed 27 Jan 2022.