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Northstar Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Northstar Advisory 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 		– Sell
-18,932
Closed -$1.92M – 115
2021
Q3 		$1.92M Buy
+18,932
New +$1.98M 1.88% 17

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

Northstar Advisory Group's IYW Position: Q4 2021 in Review

Northstar Advisory Group sold out of iShares US Technology ETF (IYW) in Q4 2021, closing a stake of 18,932 shares — an estimated $1.92M sold.

Northstar Advisory Group first reported a position in IYW in Q3 2021 and held it in 1 quarter. The position peaked at $1.92M in Q3 2021. 734 funds tracked by Wall St. Rank hold IYW as of Q4 2021.

  • Northstar Advisory Group reported no remaining iShares US Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Northstar Advisory Group sold 18,932 iShares US Technology ETF shares in Q4 2021, an estimated $1.92M.
  • Northstar Advisory Group first reported a position in iShares US Technology ETF in Q3 2021 and held it in 1 quarter.
  • Northstar Advisory Group's iShares US Technology ETF position peaked at $1.92M in Q3 2021.
  • 734 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2021.

Based on Northstar Advisory Group's 13F filing for Q4 2021, filed 20 Jan 2022.