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

Prelude 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
2020
Q4 		– Sell
-220
Closed -$17K – 1632
2020
Q3 		$17K Sell
220
-24
-10% -$1.75K ﹤0.01% 1357
2020
Q2 		$16K Buy
+244
New +$14.7K ﹤0.01% 1442

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Prelude Capital Management's IYW Position: Q4 2020 in Review

Prelude Capital Management sold out of iShares US Technology ETF (IYW) in Q4 2020, closing a stake of 220 shares — an estimated $17K sold.

Prelude Capital Management first reported a position in IYW in Q2 2020 and held it in 2 quarters. The position peaked at $17K in Q3 2020. 563 funds tracked by Wall St. Rank hold IYW as of Q4 2020.

  • Prelude Capital Management reported no remaining iShares US Technology ETF position as of Q4 2020 after selling out during the quarter.
  • Prelude Capital Management sold 220 iShares US Technology ETF shares in Q4 2020, an estimated $17K.
  • Prelude Capital Management first reported a position in iShares US Technology ETF in Q2 2020 and held it in 2 quarters.
  • Prelude Capital Management's iShares US Technology ETF position peaked at $17K in Q3 2020.
  • 563 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2020.

Based on Prelude Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.