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Next Financial Group’s iShares US Technology ETF IYW Stock Holding History

Next Financial Group’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
Q4 		$1.19M Sell
10,368
-1,115
-10% -$124K 0.08% 282
2021
Q3 		$1.16M Buy
11,483
+571
+5% +$59.6K 0.09% 245
2021
Q2 		$1.08M Buy
10,912
+441
+4% +$41.1K 0.09% 247
2021
Q1 		$918K Buy
10,471
+760
+8% +$66.6K 0.08% 259
2020
Q4 		$826K Sell
9,711
-153
-2% -$12.2K 0.08% 253
2020
Q3 		$742K Sell
9,864
-952
-9% -$69.5K 0.08% 249
2020
Q2 		$730K Buy
10,816
+1,460
+16% +$88.1K 0.09% 239
2020
Q1 		$478K Sell
9,356
-4,392
-32% -$255K 0.06% 284
2019
Q4 		$799K Buy
13,748
+236
+2% +$12.8K 0.08% 264
2019
Q3 		$690K Sell
13,512
-1,000
-7% -$50.8K 0.07% 290
2019
Q2 		$718K Buy
+14,512
New +$710K 0.08% 279
2019
Q1 		– Sell
-24,560
Closed -$982K – 1882
2018
Q4 		$982K Buy
+24,560
New +$1.06M 0.2% 128
2018
Q3 		– Sell
-11,352
Closed -$506K – 1488
2018
Q2 		$506K Sell
11,352
-4,904
-30% -$217K 0.19% 133
2018
Q1 		$684K Buy
+16,256
New +$700K 0.14% 167
2017
Q4 		– Sell
-1,240
Closed -$48K – 845
2017
Q3 		$48K Sell
1,240
-2,092
-63% -$76.6K 0.01% 703
2017
Q2 		$116K Buy
3,332
+452
+16% +$15.8K 0.03% 495
2017
Q1 		$100K Sell
2,880
-9,460
-77% -$307K 0.03% 492
2016
Q4 		$371K Sell
12,340
-508
-4% -$15.1K 0.07% 313
2016
Q3 		$382K Buy
12,848
+9,872
+332% +$283K 0.07% 295
2016
Q2 		$78K Sell
2,976
-1,104
-27% -$29.1K 0.02% 537
2016
Q1 		$110K Buy
4,080
+200
+5% +$5.05K 0.04% 399
2015
Q4 		$103K Hold
3,880
– – 0.04% 410
2015
Q3 		$95K Hold
3,880
– – 0.03% 443
2015
Q2 		$101K Buy
3,880
+1,480
+62% +$39.9K 0.03% 464
2015
Q1 		$62K Sell
2,400
-2,788
-54% -$73.3K 0.02% 608
2014
Q4 		$135K Sell
5,188
-6,444
-55% -$164K 0.04% 372
2014
Q3 		$293K Buy
11,632
+11,416
+5,285% +$285K 0.06% 348
2014
Q2 		$5K Buy
+216
New +$4.99K ﹤0.01% 926

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's IYW Position: Q4 2021 in Review

Next Financial Group reduced its iShares US Technology ETF (IYW) stake by 9.7% in Q4 2021, selling an estimated $124K and leaving 10,368 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #282.

Next Financial Group first reported a position in IYW in Q2 2014 and has held it in 28 quarters since. 734 funds tracked by Wall St. Rank hold IYW as of Q4 2021.

  • Next Financial Group held 10,368 shares of iShares US Technology ETF worth $1.19M as of Q4 2021.
  • Next Financial Group sold 1,115 iShares US Technology ETF shares in Q4 2021, an estimated $124K.
  • iShares US Technology ETF made up 0.08% of Next Financial Group's portfolio in Q4 2021, its #282 holding.
  • Next Financial Group first reported a position in iShares US Technology ETF in Q2 2014 and has held it in 28 quarters since.
  • 734 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.