Palladium Partners’s iShares US Technology ETF IYW Stock Holding History

Palladium Partners’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	$691K	Hold	6,708	–	–	0.03%	218
2021 Q4	$770K	Hold	6,708	–	–	0.03%	212
2021 Q3	$679K	Hold	6,708	–	–	0.03%	200
2021 Q2	$667K	Hold	6,708	–	–	0.03%	202
2021 Q1	$588K	Hold	6,708	–	–	0.03%	211
2020 Q4	$571K	Hold	6,708	–	–	0.03%	192
2020 Q3	$505K	Buy	6,708 +1,028	+18%	+$75.1K	0.03%	186
2020 Q2	$383K	Hold	5,680	–	–	0.03%	196
2020 Q1	$290K	Sell	5,680 -200	-3%	-$11.6K	0.02%	203
2019 Q4	$342K	Sell	5,880 -1,660	-22%	-$90.3K	0.02%	217
2019 Q3	$366K	Buy	7,540 +1,660	+28%	+$84.4K	0.03%	208
2019 Q2	$291K	Hold	5,880	–	–	0.02%	228
2019 Q1	$280K	Hold	5,880	–	–	0.02%	227
2018 Q4	$235K	Sell	5,880 -1,660	-22%	-$71.9K	0.02%	232
2018 Q3	$366K	Hold	7,540	–	–	0.02%	217
2018 Q2	$336K	Hold	7,540	–	–	0.02%	225
2018 Q1	$317K	Sell	7,540 -40	-0.5%	-$1.72K	0.02%	224
2017 Q4	$308K	Hold	7,580	–	–	0.02%	223
2017 Q3	$284K	Hold	7,580	–	–	0.02%	228
2017 Q2	$265K	Hold	7,580	–	–	0.02%	230
2017 Q1	$256K	Sell	7,580 -200	-3%	-$6.49K	0.02%	228
2016 Q4	$234K	Hold	7,780	–	–	0.02%	231
2016 Q3	$231K	Hold	7,780	–	–	0.02%	235
2016 Q2	$205K	Hold	7,780	–	–	0.02%	230
2016 Q1	$211K	Hold	7,780	–	–	0.02%	224
2015 Q4	$208K	Buy	+7,780	New	+$210K	0.02%	233
2015 Q3	–	Sell	-7,780	Closed	-$204K	–	233
2015 Q2	$204K	Sell	7,780 -4	-0.1%	-$108	0.02%	240
2015 Q1	$204K	Buy	+7,784	New	+$205K	0.02%	247
2014 Q2	–	Sell	-7,160	Closed	-$163K	–	358
2014 Q1	$163K	Buy	+7,160	New	+$160K	0.01%	259
2013 Q4	–	Sell	-7,160	Closed	-$141K	–	358
2013 Q3	$141K	Hold	7,160	–	–	0.01%	269
2013 Q2	$132K	Buy	+7,160	New	+$133K	0.01%	269

Other funds holding IYW

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Palladium Partners's IYW Position: Q1 2022 in Review

Palladium Partners held its iShares US Technology ETF (IYW) position steady in Q1 2022 at 6,708 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #218.

Palladium Partners first reported a position in IYW in Q2 2013 and has held it in 31 quarters since. The position peaked at $770K in Q4 2021. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

Palladium Partners held 6,708 shares of iShares US Technology ETF worth $691K as of Q1 2022.
Palladium Partners left its iShares US Technology ETF share count unchanged in Q1 2022.
iShares US Technology ETF made up 0.03% of Palladium Partners's portfolio in Q1 2022, its #218 holding.
Palladium Partners first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 31 quarters since.
Palladium Partners's iShares US Technology ETF position peaked at $770K in Q4 2021.
689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.