LWS Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

LWS Wealth Advisors’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
2021 Q1	–	Sell	-3,436	Closed	-$292K	–	62
2020 Q4	$292K	Sell	3,436 -188	-5%	-$15K	0.13%	52
2020 Q3	$273K	Hold	3,624	–	–	0.13%	52
2020 Q2	$244K	Buy	+3,624	New	+$219K	0.13%	52
2020 Q1	–	Sell	-3,624	Closed	-$211K	–	67
2019 Q4	$211K	Buy	+3,624	New	+$197K	0.11%	54

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LWS Wealth Advisors's IYW Position: Q1 2021 in Review

LWS Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q1 2021, closing a stake of 3,436 shares — an estimated $292K sold.

LWS Wealth Advisors first reported a position in IYW in Q4 2019 and held it in 4 quarters. The position peaked at $292K in Q4 2020. 551 funds tracked by Wall St. Rank hold IYW as of Q1 2021.

LWS Wealth Advisors reported no remaining iShares US Technology ETF position as of Q1 2021 after selling out during the quarter.
LWS Wealth Advisors sold 3,436 iShares US Technology ETF shares in Q1 2021, an estimated $292K.
LWS Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2019 and held it in 4 quarters.
LWS Wealth Advisors's iShares US Technology ETF position peaked at $292K in Q4 2020.
551 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2021.

Based on LWS Wealth Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.