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Merriman Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Merriman Wealth 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
Q1 		– Sell
-5,000
Closed -$574K – 215
2021
Q4 		$574K Hold
5,000
– – 0.04% 138
2021
Q3 		$506K Buy
+5,000
New +$522K 0.04% 138

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Merriman Wealth Management's IYW Position: Q1 2022 in Review

Merriman Wealth Management sold out of iShares US Technology ETF (IYW) in Q1 2022, closing a stake of 5,000 shares — an estimated $574K sold.

Merriman Wealth Management first reported a position in IYW in Q3 2021 and held it in 2 quarters. The position peaked at $574K in Q4 2021. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

  • Merriman Wealth Management reported no remaining iShares US Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 5,000 iShares US Technology ETF shares in Q1 2022, an estimated $574K.
  • Merriman Wealth Management first reported a position in iShares US Technology ETF in Q3 2021 and held it in 2 quarters.
  • Merriman Wealth Management's iShares US Technology ETF position peaked at $574K in Q4 2021.
  • 689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.