Maryland Capital Management’s iShares US Technology ETF IYW Stock Holding History

Maryland Capital Management’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	$217K	Hold	2,964	–	–	0.02%	204
2022 Q2	$237K	Hold	2,964	–	–	0.02%	206
2022 Q1	$305K	Hold	2,964	–	–	0.02%	203
2021 Q4	$340K	Hold	2,964	–	–	0.02%	208
2021 Q3	$300K	Hold	2,964	–	–	0.02%	204
2021 Q2	$295K	Hold	2,964	–	–	0.02%	208
2021 Q1	$260K	Hold	2,964	–	–	0.02%	215
2020 Q4	$252K	Hold	2,964	–	–	0.02%	197
2020 Q3	$223K	Buy	+2,964	New	+$216K	0.02%	190
2018 Q4	–	Sell	-27,184	Closed	-$1.32M	–	178
2018 Q3	$1.32M	Sell	27,184 -668	-2%	-$31.6K	0.17%	79
2018 Q2	$1.24M	Buy	27,852 +608	+2%	+$26.9K	0.17%	79
2018 Q1	$1.15M	Buy	27,244 +3,952	+17%	+$170K	0.16%	81
2017 Q4	$948K	Buy	23,292 +8,444	+57%	+$338K	0.14%	82
2017 Q3	$557K	Buy	14,848 +1,168	+9%	+$42.8K	0.09%	104
2017 Q2	$478K	Buy	13,680 +420	+3%	+$14.7K	0.07%	112
2017 Q1	$448K	Buy	13,260 +2,388	+22%	+$77.5K	0.07%	119
2016 Q4	$327K	Buy	+10,872	New	+$324K	0.05%	134

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 $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

Maryland Capital Management's IYW Position: Q3 2022 in Review

Maryland Capital Management held its iShares US Technology ETF (IYW) position steady in Q3 2022 at 2,964 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #204.

Maryland Capital Management first reported a position in IYW in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.32M in Q3 2018. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

Maryland Capital Management held 2,964 shares of iShares US Technology ETF worth $217K as of Q3 2022.
Maryland Capital Management left its iShares US Technology ETF share count unchanged in Q3 2022.
iShares US Technology ETF made up 0.02% of Maryland Capital Management's portfolio in Q3 2022, its #204 holding.
Maryland Capital Management first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 17 quarters since.
Maryland Capital Management's iShares US Technology ETF position peaked at $1.32M in Q3 2018.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.