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

Quest 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
Q4 		$928K Buy
8,082
+822
+11% +$91.3K 0.16% 88
2021
Q3 		$735K Sell
7,260
-121
-2% -$12.6K 0.14% 95
2021
Q2 		$734K Buy
7,381
+26
+0.4% +$2.42K 0.15% 89
2021
Q1 		$645K Buy
7,355
+198
+3% +$17.3K 0.14% 92
2020
Q4 		$609K Buy
7,157
+433
+6% +$34.6K 0.14% 90
2020
Q3 		$506K Buy
6,724
+188
+3% +$13.7K 0.14% 97
2020
Q2 		$441K Hold
6,536
– – 0.13% 100
2020
Q1 		$334K Buy
6,536
+80
+1% +$4.64K 0.11% 112
2019
Q4 		$375K Sell
6,456
-116
-2% -$6.31K 0.09% 129
2019
Q3 		$336K Sell
6,572
-56
-0.8% -$2.85K 0.08% 141
2019
Q2 		$328K Sell
6,628
-44
-0.7% -$2.15K 0.08% 138
2019
Q1 		$319K Buy
6,672
+852
+15% +$37.9K 0.08% 144
2018
Q4 		$233K Buy
+5,820
New +$252K 0.07% 112

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Quest Capital Management's IYW Position: Q4 2021 in Review

Quest Capital Management increased its iShares US Technology ETF (IYW) stake by 11% in Q4 2021, buying an estimated $91.3K and bringing the position to 8,082 shares worth $928K. The position accounts for 0.16% of the portfolio, ranked #88.

Quest Capital Management first reported a position in IYW in Q4 2018 and has held it in 13 quarters since. 734 funds tracked by Wall St. Rank hold IYW as of Q4 2021.

  • Quest Capital Management held 8,082 shares of iShares US Technology ETF worth $928K as of Q4 2021.
  • Quest Capital Management bought 822 iShares US Technology ETF shares in Q4 2021, an estimated $91.3K.
  • iShares US Technology ETF made up 0.16% of Quest Capital Management's portfolio in Q4 2021, its #88 holding.
  • Quest Capital Management first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 13 quarters since.
  • 734 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.