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

Princeton 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
2021 Q2	–	Sell	-3,343	Closed	-$293K	–	111
2021 Q1	$293K	Buy	3,343 +27	+0.8%	+$2.37K	0.1%	89
2020 Q4	$282K	Sell	3,316 -212	-6%	-$16.9K	0.1%	83
2020 Q3	$266K	Buy	3,528 +32	+0.9%	+$2.34K	0.11%	79
2020 Q2	$236K	Buy	+3,496	New	+$211K	0.1%	82
2019 Q4	–	Sell	-3,076	Closed	-$157K	–	153
2019 Q3	$157K	Buy	3,076 +104	+3%	+$5.29K	0.08%	100
2019 Q2	$147K	Hold	2,972	–	–	0.07%	103
2019 Q1	$142K	Hold	2,972	–	–	0.07%	105
2018 Q4	$119K	Hold	2,972	–	–	0.07%	108
2018 Q3	$144K	Buy	2,972 +48	+2%	+$2.27K	0.06%	119
2018 Q2	$130K	Hold	2,924	–	–	0.06%	115
2018 Q1	$123K	Buy	+2,924	New	+$126K	0.05%	116

Other funds holding IYW

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

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

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

Envestnet Asset Management

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

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return