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Mountain Capital Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Mountain Capital Investment Advisors’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
Q2 		– Sell
-19,393
Closed -$1.79M – 76
2023
Q1 		$1.79M Sell
19,393
-2,830
-13% -$237K 0.79% 40
2022
Q4 		$1.69M Buy
+22,223
New +$1.7M 0.77% 47
2017
Q4 		– Sell
-60
Closed -$2K – 229
2017
Q3 		$2K Hold
60
– – ﹤0.01% 432
2017
Q2 		$2K Buy
+60
New +$2.1K ﹤0.01% 457

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mountain Capital Investment Advisors's IYW Position: Q2 2023 in Review

Mountain Capital Investment Advisors sold out of iShares US Technology ETF (IYW) in Q2 2023, closing a stake of 19,393 shares — an estimated $1.79M sold.

Mountain Capital Investment Advisors first reported a position in IYW in Q2 2017 and held it in 4 quarters. The position peaked at $1.79M in Q1 2023. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

  • Mountain Capital Investment Advisors reported no remaining iShares US Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 19,393 iShares US Technology ETF shares in Q2 2023, an estimated $1.79M.
  • Mountain Capital Investment Advisors first reported a position in iShares US Technology ETF in Q2 2017 and held it in 4 quarters.
  • Mountain Capital Investment Advisors's iShares US Technology ETF position peaked at $1.79M in Q1 2023.
  • 828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.