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Phoenix Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-60
Closed -$6K – 246
2021
Q3 		$6K Hold
60
– – ﹤0.01% 327
2021
Q2 		$6K Hold
60
– – ﹤0.01% 321
2021
Q1 		$5K Hold
60
– – ﹤0.01% 321
2020
Q4 		$5K Buy
+60
New +$4.79K ﹤0.01% 316

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

Phoenix Wealth Advisors's IYW Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q4 2021, closing a stake of 60 shares — an estimated $6K sold.

Phoenix Wealth Advisors first reported a position in IYW in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 734 funds tracked by Wall St. Rank hold IYW as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining iShares US Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 60 iShares US Technology ETF shares in Q4 2021, an estimated $6K.
  • Phoenix Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's iShares US Technology ETF position peaked at $6K in Q3 2021.
  • 734 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.