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Mid Atlantic Financial Management’s iShares US Technology ETF IYW Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$1.18M Buy
11,694
+417
+4% +$43.5K 0.08% 214
2021
Q2 		$1.12M Sell
11,277
-949
-8% -$88.5K 0.08% 228
2021
Q1 		$1.07M Sell
12,226
-316
-3% -$27.7K 0.08% 222
2020
Q4 		$1.07M Buy
12,542
+198
+2% +$15.8K 0.08% 218
2020
Q3 		$973K Buy
12,344
+440
+4% +$32.1K 0.09% 216
2020
Q2 		$803K Buy
11,904
+120
+1% +$7.24K 0.08% 229
2020
Q1 		$602K Buy
11,784
+436
+4% +$25.3K 0.07% 262
2019
Q4 		$660K Buy
11,348
+284
+3% +$15.4K 0.06% 314
2019
Q3 		$565K Buy
11,064
+824
+8% +$41.9K 0.06% 317
2019
Q2 		$507K Buy
10,240
+276
+3% +$13.5K 0.05% 361
2019
Q1 		$475K Buy
9,964
+92
+0.9% +$4.09K 0.05% 373
2018
Q4 		$395K Buy
+9,872
New +$428K 0.05% 398

Other funds holding IYW

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mid Atlantic Financial Management's IYW Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares US Technology ETF (IYW) stake by 3.7% in Q3 2021, buying an estimated $43.5K and bringing the position to 11,694 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #214.

Mid Atlantic Financial Management first reported a position in IYW in Q4 2018 and has held it in 12 quarters since. 637 funds tracked by Wall St. Rank hold IYW as of Q3 2021.

  • Mid Atlantic Financial Management held 11,694 shares of iShares US Technology ETF worth $1.18M as of Q3 2021.
  • Mid Atlantic Financial Management bought 417 iShares US Technology ETF shares in Q3 2021, an estimated $43.5K.
  • iShares US Technology ETF made up 0.08% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #214 holding.
  • Mid Atlantic Financial Management first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 12 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.