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

Nauset 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 		$8.3M Sell
80,521
-1,247
-2% -$127K 6.6% 3
2021
Q4 		$9.39M Buy
+81,768
New +$9.08M 8.95% 3

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Nauset Wealth Management reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q1 2022, selling an estimated $127K and leaving 80,521 shares worth $8.3M. The position accounts for 6.6% of the portfolio, ranked #3.

Nauset Wealth Management first reported a position in IYW in Q4 2021 and has held it in 2 quarters since. The position peaked at $9.39M in Q4 2021. 688 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

  • Nauset Wealth Management held 80,521 shares of iShares US Technology ETF worth $8.3M as of Q1 2022.
  • Nauset Wealth Management sold 1,247 iShares US Technology ETF shares in Q1 2022, an estimated $127K.
  • iShares US Technology ETF made up 6.6% of Nauset Wealth Management's portfolio in Q1 2022, its #3 holding.
  • Nauset Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's iShares US Technology ETF position peaked at $9.39M in Q4 2021.
  • 688 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

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