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 $1.89T AUM 35.08% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

RJA

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Princeton Capital Management's IYW Position: Q2 2021 in Review

Princeton Capital Management sold out of iShares US Technology ETF (IYW) in Q2 2021, closing a stake of 3,343 shares — an estimated $293K sold.

Princeton Capital Management first reported a position in IYW in Q1 2018 and held it in 11 quarters. The position peaked at $293K in Q1 2021. 565 funds tracked by Wall St. Rank hold IYW as of Q2 2021.

Princeton Capital Management reported no remaining iShares US Technology ETF position as of Q2 2021 after selling out during the quarter.
Princeton Capital Management sold 3,343 iShares US Technology ETF shares in Q2 2021, an estimated $293K.
Princeton Capital Management first reported a position in iShares US Technology ETF in Q1 2018 and held it in 11 quarters.
Princeton Capital Management's iShares US Technology ETF position peaked at $293K in Q1 2021.
565 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2021.

Based on Princeton Capital Management's 13F filing for Q2 2021, filed 11 Aug 2021.