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Monterey Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Monterey Private Wealth’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
-3,124
Closed -$250K – 104
2022
Q2 		$250K Sell
3,124
-877
-22% -$77.6K 0.14% 83
2022
Q1 		$419K Buy
+4,001
New +$409K 0.2% 69

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
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

Monterey Private Wealth's IYW Position: Q3 2022 in Review

Monterey Private Wealth sold out of iShares US Technology ETF (IYW) in Q3 2022, closing a stake of 3,124 shares — an estimated $250K sold.

Monterey Private Wealth first reported a position in IYW in Q1 2022 and held it in 2 quarters. The position peaked at $419K in Q1 2022. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

  • Monterey Private Wealth reported no remaining iShares US Technology ETF position as of Q3 2022 after selling out during the quarter.
  • Monterey Private Wealth sold 3,124 iShares US Technology ETF shares in Q3 2022, an estimated $250K.
  • Monterey Private Wealth first reported a position in iShares US Technology ETF in Q1 2022 and held it in 2 quarters.
  • Monterey Private Wealth's iShares US Technology ETF position peaked at $419K in Q1 2022.
  • 584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on Monterey Private Wealth's 13F filing for Q3 2022, filed 11 Oct 2022.