Poehling Capital Management’s iShares US Technology ETF IYW Stock Holding History

Poehling Capital 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
2023 Q2	–	Sell	-718	Closed	-$66.6K	–	124
2023 Q1	$66.6K	Buy	+718	New	+$60.3K	0.02%	122
2022 Q3	–	Sell	-11,743	Closed	-$939K	–	119
2022 Q2	$939K	Sell	11,743 -455	-4%	-$40.3K	0.35%	59
2022 Q1	$1.26M	Sell	12,198 -122	-1%	-$12.5K	0.39%	66
2021 Q4	$1.42M	Sell	12,320 -96	-0.8%	-$10.7K	0.46%	63
2021 Q3	$1.26M	Sell	12,416 -118	-0.9%	-$12.3K	0.42%	69
2021 Q2	$1.25M	Buy	12,534 +24	+0.2%	+$2.24K	0.4%	75
2021 Q1	$1.1M	Sell	12,510 -181	-1%	-$15.9K	0.38%	79
2020 Q4	$1.08M	Buy	12,691 +443	+4%	+$35.4K	0.43%	77
2020 Q3	$922K	Buy	12,248 +432	+4%	+$31.5K	0.47%	67
2020 Q2	$797K	Buy	+11,816	New	+$713K	0.43%	66

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Poehling Capital Management's IYW Position: Q2 2023 in Review

Poehling Capital Management sold out of iShares US Technology ETF (IYW) in Q2 2023, closing a stake of 718 shares — an estimated $66.6K sold.

Poehling Capital Management first reported a position in IYW in Q2 2020 and held it in 10 quarters. The position peaked at $1.42M in Q4 2021. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

Poehling Capital Management reported no remaining iShares US Technology ETF position as of Q2 2023 after selling out during the quarter.
Poehling Capital Management sold 718 iShares US Technology ETF shares in Q2 2023, an estimated $66.6K.
Poehling Capital Management first reported a position in iShares US Technology ETF in Q2 2020 and held it in 10 quarters.
Poehling Capital Management's iShares US Technology ETF position peaked at $1.42M in Q4 2021.
828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on Poehling Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.