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Regent Peak Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Regent Peak Wealth Advisors’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
Q1 		– Sell
-312
Closed -$27K – 563
2020
Q4 		$27K Buy
+312
New +$24.9K 0.01% 403

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Regent Peak Wealth Advisors's IYW Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q1 2021, closing a stake of 312 shares — an estimated $27K sold.

Regent Peak Wealth Advisors first reported a position in IYW in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 551 funds tracked by Wall St. Rank hold IYW as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining iShares US Technology ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 312 iShares US Technology ETF shares in Q1 2021, an estimated $27K.
  • Regent Peak Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's iShares US Technology ETF position peaked at $27K in Q4 2020.
  • 551 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.