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 $1.66T 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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.