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Romano Brothers & Co’s iShares US Technology ETF IYW Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-57
Closed -$4.25K – 633
2022
Q4 		$4.25K Buy
+57
New +$4.36K ﹤0.01% 860

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Romano Brothers & Co's IYW Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares US Technology ETF (IYW) in Q1 2023, closing a stake of 57 shares — an estimated $4.25K sold.

Romano Brothers & Co first reported a position in IYW in Q4 2022 and held it in 1 quarter. The position peaked at $4.25K in Q4 2022. 759 funds tracked by Wall St. Rank hold IYW as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares US Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 57 iShares US Technology ETF shares in Q1 2023, an estimated $4.25K.
  • Romano Brothers & Co first reported a position in iShares US Technology ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares US Technology ETF position peaked at $4.25K in Q4 2022.
  • 759 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.