Matrix Private Capital Group’s iShares US Technology ETF IYW Stock Holding History

Matrix Private Capital Group’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	–	Sell	-590	Closed	-$47K	–	218
2022 Q2	$47K	Buy	590 +10	+2%	+$885	0.03%	204
2022 Q1	$60K	Hold	580	–	–	0.03%	218
2021 Q4	$67K	Hold	580	–	–	0.03%	223
2021 Q3	$59K	Hold	580	–	–	0.03%	204
2021 Q2	$58K	Hold	580	–	–	0.03%	203
2021 Q1	$51K	Hold	580	–	–	0.03%	205
2020 Q4	$49K	Hold	580	–	–	0.04%	192
2020 Q3	$44K	Hold	580	–	–	0.04%	144
2020 Q2	$39K	Hold	580	–	–	0.04%	141
2020 Q1	$30K	Hold	580	–	–	0.04%	129
2019 Q4	$34K	Buy	+580	New	+$31.5K	0.04%	171

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

Matrix Private Capital Group's IYW Position: Q3 2022 in Review

Matrix Private Capital Group sold out of iShares US Technology ETF (IYW) in Q3 2022, closing a stake of 590 shares — an estimated $47K sold.

Matrix Private Capital Group first reported a position in IYW in Q4 2019 and held it in 11 quarters. The position peaked at $67K in Q4 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

Matrix Private Capital Group reported no remaining iShares US Technology ETF position as of Q3 2022 after selling out during the quarter.
Matrix Private Capital Group sold 590 iShares US Technology ETF shares in Q3 2022, an estimated $47K.
Matrix Private Capital Group first reported a position in iShares US Technology ETF in Q4 2019 and held it in 11 quarters.
Matrix Private Capital Group's iShares US Technology ETF position peaked at $67K in Q4 2021.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on Matrix Private Capital Group's 13F filing for Q3 2022, filed 14 Nov 2022.