Laurel Wealth Advisors (California)’s iShares US Technology ETF IYW Stock Holding History

Laurel Wealth Advisors (California)’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	$411K	Buy	+5,517	New	+$422K	0.04%	410

Other funds holding IYW

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IYW Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in iShares US Technology ETF (IYW) in Q4 2022: 5,517 shares worth $411K. The stake represents 0.04% of the portfolio and ranks #410 among its holdings.

701 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

Laurel Wealth Advisors (California) held 5,517 shares of iShares US Technology ETF worth $411K as of Q4 2022.
iShares US Technology ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
iShares US Technology ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #410 holding.
701 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.