New England Guild Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

New England Guild Wealth 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
2022 Q4	$1.61M	Sell	21,640 -6,120	-22%	-$468K	0.85%	30
2022 Q3	$2.04M	Hold	27,760	–	–	1.23%	23
2022 Q2	$2.22M	Hold	27,760	–	–	1.37%	22
2022 Q1	$2.86M	Hold	27,760	–	–	1.52%	21
2021 Q4	$3.19M	Hold	27,760	–	–	1.6%	18
2021 Q3	$2.81M	Hold	27,760	–	–	1.49%	20
2021 Q2	$2.76M	Sell	27,760 -5,900	-18%	-$550K	1.5%	20
2021 Q1	$2.95M	Hold	33,660	–	–	1.66%	19
2020 Q4	$2.86M	Sell	33,660 -2,392	-7%	-$191K	1.7%	19
2020 Q3	$2.71M	Hold	36,052	–	–	1.9%	18
2020 Q2	$2.43M	Sell	36,052 -356	-1%	-$21.5K	1.79%	20
2020 Q1	$1.86M	Buy	+36,408	New	+$2.11M	1.67%	21

Other funds holding IYW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

New England Guild Wealth Advisors's IYW Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 22% in Q4 2022, selling an estimated $468K and leaving 21,640 shares worth $1.61M. The position accounts for 0.85% of the portfolio, ranked #30.

New England Guild Wealth Advisors first reported a position in IYW in Q1 2020 and has held it in 12 quarters since. The position peaked at $3.19M in Q4 2021. 701 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

New England Guild Wealth Advisors held 21,640 shares of iShares US Technology ETF worth $1.61M as of Q4 2022.
New England Guild Wealth Advisors sold 6,120 iShares US Technology ETF shares in Q4 2022, an estimated $468K.
iShares US Technology ETF made up 0.85% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #30 holding.
New England Guild Wealth Advisors first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 12 quarters since.
New England Guild Wealth Advisors's iShares US Technology ETF position peaked at $3.19M in Q4 2021.
701 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.