Mawer Investment Management
IYW icon

Mawer Investment Management’s iShares US Technology ETF IYW Stock Holding History

Mawer Investment 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
2023
Q1 		– Sell
-31,580
Closed -$2.35M – 109
2022
Q4 		$2.35M Buy
+31,580
New +$2.42M 0.01% 90
2015
Q1 		– Sell
-252,640
Closed -$6.59M – 96
2014
Q4 		$6.59M Buy
+252,640
New +$6.44M 0.09% 90

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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

Mawer Investment Management's IYW Position: Q1 2023 in Review

Mawer Investment Management sold out of iShares US Technology ETF (IYW) in Q1 2023, closing a stake of 31,580 shares — an estimated $2.35M sold.

Mawer Investment Management first reported a position in IYW in Q4 2014 and held it in 2 quarters. The position peaked at $6.59M in Q4 2014. 759 funds tracked by Wall St. Rank hold IYW as of Q1 2023.

  • Mawer Investment Management reported no remaining iShares US Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Mawer Investment Management sold 31,580 iShares US Technology ETF shares in Q1 2023, an estimated $2.35M.
  • Mawer Investment Management first reported a position in iShares US Technology ETF in Q4 2014 and held it in 2 quarters.
  • Mawer Investment Management's iShares US Technology ETF position peaked at $6.59M in Q4 2014.
  • 759 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2023.

Based on Mawer Investment Management's 13F filing for Q1 2023, filed 5 May 2023.