Premier Asset Management’s iShares US Technology ETF IYW Stock Holding History

Premier Asset 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
2022 Q1	–	Sell	-4,812	Closed	-$553K	–	118
2021 Q4	$553K	Hold	4,812	–	–	0.1%	101
2021 Q3	$487K	Hold	4,812	–	–	0.07%	114
2021 Q2	$478K	Hold	4,812	–	–	0.07%	153
2021 Q1	$422K	Hold	4,812	–	–	0.08%	138
2020 Q4	$409K	Hold	4,812	–	–	0.08%	113
2020 Q3	$362K	Hold	4,812	–	–	0.09%	101
2020 Q2	$325K	Hold	4,812	–	–	0.11%	89
2020 Q1	$246K	Hold	4,812	–	–	0.1%	91
2019 Q4	$280K	Hold	4,812	–	–	0.09%	105
2019 Q3	$246K	Hold	4,812	–	–	0.06%	107
2019 Q2	$238K	Sell	4,812 -28,008	-85%	-$1.37M	0.06%	132
2019 Q1	$1.3M	Buy	+32,820	New	+$1.46M	0.31%	54
2018 Q4	–	Sell	-4,812	Closed	-$233K	–	147
2018 Q3	$233K	Hold	4,812	–	–	0.05%	110
2018 Q2	$214K	Hold	4,812	–	–	0.05%	114
2018 Q1	$202K	Buy	+4,812	New	+$207K	0.05%	122

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Premier Asset Management's IYW Position: Q1 2022 in Review

Premier Asset Management sold out of iShares US Technology ETF (IYW) in Q1 2022, closing a stake of 4,812 shares — an estimated $553K sold.

Premier Asset Management first reported a position in IYW in Q1 2018 and held it in 15 quarters. The position peaked at $1.3M in Q1 2019. 688 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

Premier Asset Management reported no remaining iShares US Technology ETF position as of Q1 2022 after selling out during the quarter.
Premier Asset Management sold 4,812 iShares US Technology ETF shares in Q1 2022, an estimated $553K.
Premier Asset Management first reported a position in iShares US Technology ETF in Q1 2018 and held it in 15 quarters.
Premier Asset Management's iShares US Technology ETF position peaked at $1.3M in Q1 2019.
688 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Premier Asset Management's 13F filing for Q1 2022, filed 13 May 2022.