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Lathrop Investment Management’s iShares US Technology ETF IYW Stock Holding History

Lathrop Investment 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
2020
Q4 		– Sell
-4,136
Closed -$311K – 72
2020
Q3 		$311K Buy
+4,136
New +$302K 0.09% 60

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Lathrop Investment Management's IYW Position: Q4 2020 in Review

Lathrop Investment Management sold out of iShares US Technology ETF (IYW) in Q4 2020, closing a stake of 4,136 shares — an estimated $311K sold.

Lathrop Investment Management first reported a position in IYW in Q3 2020 and held it in 1 quarter. The position peaked at $311K in Q3 2020. 563 funds tracked by Wall St. Rank hold IYW as of Q4 2020.

  • Lathrop Investment Management reported no remaining iShares US Technology ETF position as of Q4 2020 after selling out during the quarter.
  • Lathrop Investment Management sold 4,136 iShares US Technology ETF shares in Q4 2020, an estimated $311K.
  • Lathrop Investment Management first reported a position in iShares US Technology ETF in Q3 2020 and held it in 1 quarter.
  • Lathrop Investment Management's iShares US Technology ETF position peaked at $311K in Q3 2020.
  • 563 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2020.

Based on Lathrop Investment Management's 13F filing for Q4 2020, filed 26 Jan 2021.