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Pinnacle Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Pinnacle Private Wealth’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 		$2.98M Sell
37,261
-1,608
-4% -$142K 1.17% 14
2022
Q1 		$4M Buy
38,869
+1,743
+5% +$178K 1.25% 7
2021
Q4 		$4.26M Buy
+37,126
New +$4.12M 1.34% 8

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

Pinnacle Private Wealth's IYW Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its iShares US Technology ETF (IYW) stake by 4.1% in Q2 2022, selling an estimated $142K and leaving 37,261 shares worth $2.98M. The position accounts for 1.17% of the portfolio, ranked #14.

Pinnacle Private Wealth first reported a position in IYW in Q4 2021 and has held it in 3 quarters since. The position peaked at $4.26M in Q4 2021. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

  • Pinnacle Private Wealth held 37,261 shares of iShares US Technology ETF worth $2.98M as of Q2 2022.
  • Pinnacle Private Wealth sold 1,608 iShares US Technology ETF shares in Q2 2022, an estimated $142K.
  • iShares US Technology ETF made up 1.17% of Pinnacle Private Wealth's portfolio in Q2 2022, its #14 holding.
  • Pinnacle Private Wealth first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares US Technology ETF position peaked at $4.26M in Q4 2021.
  • 631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.