Parametric Portfolio Associates’s iShares US Technology ETF IYW Stock Holding History

Parametric Portfolio Associates’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	$967K	Buy	9,380 +4,991	+114%	+$510K	﹤0.01%	2798
2021 Q4	$504K	Buy	4,389 +1,815	+71%	+$202K	﹤0.01%	3068
2021 Q3	$261K	Buy	2,574 +335	+15%	+$35K	﹤0.01%	3348
2021 Q2	$223K	Sell	2,239 -74	-3%	-$6.9K	﹤0.01%	3367
2021 Q1	$203K	Buy	+2,313	New	+$203K	﹤0.01%	3873

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Parametric Portfolio Associates's IYW Position: Q1 2022 in Review

Parametric Portfolio Associates increased its iShares US Technology ETF (IYW) stake by 114% in Q1 2022, buying an estimated $510K and bringing the position to 9,380 shares worth $967K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Parametric Portfolio Associates first reported a position in IYW in Q1 2021 and has held it in 5 quarters since. 688 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

Parametric Portfolio Associates held 9,380 shares of iShares US Technology ETF worth $967K as of Q1 2022.
Parametric Portfolio Associates bought 4,991 iShares US Technology ETF shares in Q1 2022, an estimated $510K.
iShares US Technology ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2798 holding.
Parametric Portfolio Associates first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 5 quarters since.
688 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.