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Leo Brokerage’s iShares US Technology ETF IYW Stock Holding History

Leo Brokerage’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
Q2 		– Sell
-2,672
Closed -$275K – 222
2022
Q1 		$275K Buy
+2,672
New +$273K 0.04% 200
2021
Q3 		$294K Hold
2,905
– – 0.05% 147
2021
Q2 		$289K Hold
2,905
– – 0.06% 150
2021
Q1 		$255K Buy
2,905
+133
+5% +$11.7K 0.07% 157
2020
Q4 		$236K Sell
2,772
-264
-9% -$21.1K 0.08% 151
2020
Q3 		$205K Buy
+3,036
New +$222K 0.08% 116

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Leo Brokerage's IYW Position: Q2 2022 in Review

Leo Brokerage sold out of iShares US Technology ETF (IYW) in Q2 2022, closing a stake of 2,672 shares — an estimated $275K sold.

Leo Brokerage first reported a position in IYW in Q3 2020 and held it in 6 quarters. The position peaked at $294K in Q3 2021. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

  • Leo Brokerage reported no remaining iShares US Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Leo Brokerage sold 2,672 iShares US Technology ETF shares in Q2 2022, an estimated $275K.
  • Leo Brokerage first reported a position in iShares US Technology ETF in Q3 2020 and held it in 6 quarters.
  • Leo Brokerage's iShares US Technology ETF position peaked at $294K in Q3 2021.
  • 631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Leo Brokerage's 13F filing for Q2 2022, filed 11 Jul 2022.