LaFleur & Godfrey’s iShares US Technology ETF IYW Stock Holding History

LaFleur & Godfrey’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 Q3	–	Sell	-9,000	Closed	-$720K	–	126
2022 Q2	$720K	Hold	9,000	–	–	0.11%	85
2022 Q1	$927K	Hold	9,000	–	–	0.12%	87
2021 Q4	$1.03M	Sell	9,000 -1,500	-14%	-$167K	0.13%	89
2021 Q3	$1.06M	Buy	+10,500	New	+$1.1M	0.15%	89

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

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

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

LaFleur & Godfrey's IYW Position: Q3 2022 in Review

LaFleur & Godfrey sold out of iShares US Technology ETF (IYW) in Q3 2022, closing a stake of 9,000 shares — an estimated $720K sold.

LaFleur & Godfrey first reported a position in IYW in Q3 2021 and held it in 4 quarters. The position peaked at $1.06M in Q3 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

LaFleur & Godfrey reported no remaining iShares US Technology ETF position as of Q3 2022 after selling out during the quarter.
LaFleur & Godfrey sold 9,000 iShares US Technology ETF shares in Q3 2022, an estimated $720K.
LaFleur & Godfrey first reported a position in iShares US Technology ETF in Q3 2021 and held it in 4 quarters.
LaFleur & Godfrey's iShares US Technology ETF position peaked at $1.06M in Q3 2021.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on LaFleur & Godfrey's 13F filing for Q3 2022, filed 17 Oct 2022.