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Retirement Planning Company of New England’s iShares US Technology ETF IYW Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-141
Closed -$16K – 566
2021
Q4 		$16K Buy
+141
New +$15.7K 0.01% 565

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UBS Group
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Retirement Planning Company of New England's IYW Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares US Technology ETF (IYW) in Q1 2022, closing a stake of 141 shares — an estimated $16K sold.

Retirement Planning Company of New England first reported a position in IYW in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares US Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 141 iShares US Technology ETF shares in Q1 2022, an estimated $16K.
  • Retirement Planning Company of New England first reported a position in iShares US Technology ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares US Technology ETF position peaked at $16K in Q4 2021.
  • 689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.