Laird Norton Wetherby Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Laird Norton Wetherby 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 Q4	–	Sell	-4,400	Closed	-$323K	–	931
2022 Q3	$323K	Hold	4,400	–	–	0.02%	632
2022 Q2	$352K	Hold	4,400	–	–	0.02%	625
2022 Q1	$453K	Buy	4,400 +137	+3%	+$14K	0.03%	554
2021 Q4	$489K	Hold	4,263	–	–	0.03%	535
2021 Q3	$432K	Buy	4,263 +263	+7%	+$27.4K	0.03%	555
2021 Q2	$398K	Hold	4,000	–	–	0.02%	601
2021 Q1	$351K	Sell	4,000 -2,076	-34%	-$182K	0.03%	549
2020 Q4	$516K	Buy	6,076 +76	+1%	+$6.07K	0.04%	451
2020 Q3	$452K	Hold	6,000	–	–	0.04%	404
2020 Q2	$405K	Hold	6,000	–	–	0.04%	413
2020 Q1	$307K	Hold	6,000	–	–	0.03%	445
2019 Q4	$349K	Hold	6,000	–	–	0.03%	494
2019 Q3	$306K	Hold	6,000	–	–	0.03%	541
2019 Q2	$297K	Hold	6,000	–	–	0.03%	538
2019 Q1	$286K	Hold	6,000	–	–	0.04%	529
2018 Q4	$240K	Hold	6,000	–	–	0.03%	531
2018 Q3	$291K	Hold	6,000	–	–	0.04%	504
2018 Q2	$267K	Hold	6,000	–	–	0.04%	507
2018 Q1	$252K	Hold	6,000	–	–	0.03%	526
2017 Q4	$244K	Buy	6,000 +2,000	+50%	+$80.1K	0.03%	521
2017 Q3	$150K	Buy	+4,000	New	+$147K	0.02%	589

Other funds holding IYW

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IYW Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of iShares US Technology ETF (IYW) in Q4 2022, closing a stake of 4,400 shares — an estimated $323K sold.

Laird Norton Wetherby Wealth Management first reported a position in IYW in Q3 2017 and held it in 21 quarters. The position peaked at $516K in Q4 2020. 702 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

Laird Norton Wetherby Wealth Management reported no remaining iShares US Technology ETF position as of Q4 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 4,400 iShares US Technology ETF shares in Q4 2022, an estimated $323K.
Laird Norton Wetherby Wealth Management first reported a position in iShares US Technology ETF in Q3 2017 and held it in 21 quarters.
Laird Norton Wetherby Wealth Management's iShares US Technology ETF position peaked at $516K in Q4 2020.
702 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.