PrairieView Partners’s iShares US Technology ETF IYW Stock Holding History

PrairieView Partners’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 Q3	–	Sell	-149	Closed	-$16K	–	434
2023 Q2	$16K	Buy	149 +39	+35%	+$3.83K	﹤0.01%	286
2023 Q1	$10K	Hold	110	–	–	﹤0.01%	306
2022 Q4	$8K	Hold	110	–	–	﹤0.01%	334
2022 Q3	$8K	Hold	110	–	–	﹤0.01%	320
2022 Q2	$9K	Hold	110	–	–	﹤0.01%	332
2022 Q1	$11K	Buy	110 +57	+108%	+$5.82K	﹤0.01%	322
2021 Q4	$6K	Hold	53	–	–	﹤0.01%	343
2021 Q3	$5K	Hold	53	–	–	﹤0.01%	304
2021 Q2	$5K	Hold	53	–	–	﹤0.01%	301
2021 Q1	$5K	Sell	53 -235	-82%	-$20.6K	﹤0.01%	307
2020 Q4	$25K	Hold	288	–	–	﹤0.01%	195
2020 Q3	$22K	Buy	+288	New	+$21K	﹤0.01%	192

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

PCH

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PrairieView Partners's IYW Position: Q3 2023 in Review

PrairieView Partners sold out of iShares US Technology ETF (IYW) in Q3 2023, closing a stake of 149 shares — an estimated $16K sold.

PrairieView Partners first reported a position in IYW in Q3 2020 and held it in 12 quarters. The position peaked at $25K in Q4 2020. 832 funds tracked by Wall St. Rank hold IYW as of Q3 2023.

PrairieView Partners reported no remaining iShares US Technology ETF position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 149 iShares US Technology ETF shares in Q3 2023, an estimated $16K.
PrairieView Partners first reported a position in iShares US Technology ETF in Q3 2020 and held it in 12 quarters.
PrairieView Partners's iShares US Technology ETF position peaked at $25K in Q4 2020.
832 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.