Legacy Wealth Planning’s iShares US Technology ETF IYW Stock Holding History

Legacy Wealth Planning’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	-2,960	Closed	-$237K	–	92
2022 Q2	$237K	Sell	2,960 -44	-1%	-$3.89K	0.34%	69
2022 Q1	$310K	Hold	3,004	–	–	0.37%	57
2021 Q4	$345K	Sell	3,004 -1,860	-38%	-$206K	0.39%	54
2021 Q3	$493K	Hold	4,864	–	–	0.55%	40
2021 Q2	$483K	Hold	4,864	–	–	0.55%	42
2021 Q1	$427K	Hold	4,864	–	–	0.54%	46
2020 Q4	$414K	Buy	4,864 +72	+2%	+$5.75K	0.53%	42
2020 Q3	$361K	Buy	4,792 +188	+4%	+$13.7K	0.41%	45
2020 Q2	$311K	Hold	4,604	–	–	0.37%	43
2020 Q1	$235K	Hold	4,604	–	–	0.38%	57
2019 Q4	$268K	Buy	+4,604	New	+$250K	0.3%	58

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 $7.56B AUM 23.82% 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

Legacy Wealth Planning's IYW Position: Q3 2022 in Review

Legacy Wealth Planning sold out of iShares US Technology ETF (IYW) in Q3 2022, closing a stake of 2,960 shares — an estimated $237K sold.

Legacy Wealth Planning first reported a position in IYW in Q4 2019 and held it in 11 quarters. The position peaked at $493K in Q3 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

Legacy Wealth Planning reported no remaining iShares US Technology ETF position as of Q3 2022 after selling out during the quarter.
Legacy Wealth Planning sold 2,960 iShares US Technology ETF shares in Q3 2022, an estimated $237K.
Legacy Wealth Planning first reported a position in iShares US Technology ETF in Q4 2019 and held it in 11 quarters.
Legacy Wealth Planning's iShares US Technology ETF position peaked at $493K in Q3 2021.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.