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Lugano Financial Advisors SA (LFA)’s iShares US Technology ETF IYW Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2023
Q1 		– Sell
-4,940
Closed -$368K – 115
2022
Q4 		$368K Hold
4,940
– – 0.27% 43
2022
Q3 		$362K Hold
4,940
– – 0.28% 50
2022
Q2 		$394K Buy
+4,940
New +$437K 0.28% 47

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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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s IYW Position: Q1 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares US Technology ETF (IYW) in Q1 2023, closing a stake of 4,940 shares — an estimated $368K sold.

Lugano Financial Advisors SA (LFA) first reported a position in IYW in Q2 2022 and held it in 3 quarters. The position peaked at $394K in Q2 2022. 759 funds tracked by Wall St. Rank hold IYW as of Q1 2023.

  • Lugano Financial Advisors SA (LFA) reported no remaining iShares US Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 4,940 iShares US Technology ETF shares in Q1 2023, an estimated $368K.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares US Technology ETF in Q2 2022 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s iShares US Technology ETF position peaked at $394K in Q2 2022.
  • 759 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2023, filed 9 May 2023.