Personal Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Personal Capital Advisors’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 Q4	$413K	Buy	5,548 +721	+15%	+$55.2K	﹤0.01%	331
2022 Q3	$354K	Buy	4,827 +1,752	+57%	+$149K	﹤0.01%	329
2022 Q2	$246K	Sell	3,075 -23	-0.7%	-$2.04K	﹤0.01%	390
2022 Q1	$319K	Hold	3,098	–	–	﹤0.01%	375
2021 Q4	$356K	Sell	3,098 -86	-3%	-$9.55K	﹤0.01%	401
2021 Q3	$322K	Hold	3,184	–	–	﹤0.01%	389
2021 Q2	$316K	Hold	3,184	–	–	﹤0.01%	385
2021 Q1	$279K	Sell	3,184 -436	-12%	-$38.2K	﹤0.01%	406
2020 Q4	$308K	Buy	3,620 +396	+12%	+$31.6K	﹤0.01%	378
2020 Q3	$243K	Sell	3,224 -416	-11%	-$30.4K	﹤0.01%	369
2020 Q2	$246K	Buy	+3,640	New	+$220K	﹤0.01%	323
2020 Q1	–	Sell	-3,792	Closed	-$221K	–	378
2019 Q4	$221K	Buy	+3,792	New	+$206K	﹤0.01%	376

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal Capital Advisors's IYW Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares US Technology ETF (IYW) stake by 15% in Q4 2022, buying an estimated $55.2K and bringing the position to 5,548 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Personal Capital Advisors first reported a position in IYW in Q4 2019 and has held it in 12 quarters since. 702 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

Personal Capital Advisors held 5,548 shares of iShares US Technology ETF worth $413K as of Q4 2022.
Personal Capital Advisors bought 721 iShares US Technology ETF shares in Q4 2022, an estimated $55.2K.
iShares US Technology ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #331 holding.
Personal Capital Advisors first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 12 quarters since.
702 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.