Reilly Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Reilly Financial 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 Q4	$19K	Sell	165 -15	-8%	-$1.67K	﹤0.01%	580
2021 Q3	$18K	Hold	180	–	–	﹤0.01%	543
2021 Q2	$18K	Hold	180	–	–	﹤0.01%	568
2021 Q1	$16K	Hold	180	–	–	﹤0.01%	588
2020 Q4	$15K	Hold	180	–	–	﹤0.01%	547
2020 Q3	$14K	Hold	180	–	–	﹤0.01%	510
2020 Q2	$12K	Hold	180	–	–	﹤0.01%	536
2020 Q1	$9K	Hold	180	–	–	﹤0.01%	562
2019 Q4	$10K	Sell	180 -844	-82%	-$45.9K	﹤0.01%	625
2019 Q3	$52K	Sell	1,024 -280	-21%	-$14.2K	0.01%	341
2019 Q2	$65K	Hold	1,304	–	–	0.01%	315
2019 Q1	$62K	Buy	1,304 +844	+183%	+$37.5K	0.01%	308
2018 Q4	$18K	Sell	460 -20	-4%	-$866	﹤0.01%	515
2018 Q3	$23K	Buy	480 +280	+140%	+$13.2K	﹤0.01%	518
2018 Q2	$9K	Hold	200	–	–	﹤0.01%	691
2018 Q1	$8K	Hold	200	–	–	﹤0.01%	696
2017 Q4	$8K	Hold	200	–	–	﹤0.01%	697
2017 Q3	$7K	Hold	200	–	–	﹤0.01%	696
2017 Q2	$7K	Hold	200	–	–	﹤0.01%	719
2017 Q1	$7K	Hold	200	–	–	﹤0.01%	677
2016 Q4	$6K	Hold	200	–	–	﹤0.01%	635
2016 Q3	$6K	Hold	200	–	–	﹤0.01%	611
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	599
2016 Q1	$5K	Hold	200	–	–	﹤0.01%	909
2015 Q4	$5K	Hold	200	–	–	﹤0.01%	925
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	959
2015 Q2	$5K	Sell	200 -576	-74%	-$15.5K	﹤0.01%	1069
2015 Q1	$20K	Hold	776	–	–	﹤0.01%	667
2014 Q4	$20K	Hold	776	–	–	﹤0.01%	395
2014 Q3	$20K	Sell	776 -308	-28%	-$7.69K	﹤0.01%	399
2014 Q2	$27K	Hold	1,084	–	–	0.01%	356
2014 Q1	$25K	Buy	1,084 +20	+2%	+$446	0.01%	386
2013 Q4	$24K	Buy	1,064 +864	+432%	+$18K	0.01%	357
2013 Q3	$4K	Hold	200	–	–	﹤0.01%	627
2013 Q2	$4K	Buy	+200	New	+$3.72K	﹤0.01%	663

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIG

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Reilly Financial Advisors's IYW Position: Q4 2021 in Review

Reilly Financial Advisors reduced its iShares US Technology ETF (IYW) stake by 8.3% in Q4 2021, selling an estimated $1.67K and leaving 165 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Reilly Financial Advisors first reported a position in IYW in Q2 2013 and has held it in 35 quarters since. The position peaked at $65K in Q2 2019. 734 funds tracked by Wall St. Rank hold IYW as of Q4 2021.

Reilly Financial Advisors held 165 shares of iShares US Technology ETF worth $19K as of Q4 2021.
Reilly Financial Advisors sold 15 iShares US Technology ETF shares in Q4 2021, an estimated $1.67K.
iShares US Technology ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #580 holding.
Reilly Financial Advisors first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 35 quarters since.
Reilly Financial Advisors's iShares US Technology ETF position peaked at $65K in Q2 2019.
734 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.