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Parsec Financial Management’s iShares US Technology ETF IYW Stock Holding History

Parsec Financial Management’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
Q2 		– Sell
-1,968
Closed -$203K – 295
2022
Q1 		$203K Sell
1,968
-400
-17% -$40.8K 0.01% 293
2021
Q4 		$272K Buy
2,368
+400
+20% +$44.4K 0.01% 257
2021
Q3 		$225K Buy
+1,968
New +$205K 0.01% 265

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Parsec Financial Management's IYW Position: Q2 2022 in Review

Parsec Financial Management sold out of iShares US Technology ETF (IYW) in Q2 2022, closing a stake of 1,968 shares — an estimated $203K sold.

Parsec Financial Management first reported a position in IYW in Q3 2021 and held it in 3 quarters. The position peaked at $272K in Q4 2021. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

  • Parsec Financial Management reported no remaining iShares US Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Parsec Financial Management sold 1,968 iShares US Technology ETF shares in Q2 2022, an estimated $203K.
  • Parsec Financial Management first reported a position in iShares US Technology ETF in Q3 2021 and held it in 3 quarters.
  • Parsec Financial Management's iShares US Technology ETF position peaked at $272K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Parsec Financial Management's 13F filing for Q2 2022, filed 6 Jul 2022.