Royal Fund Management’s iShares US Technology ETF IYW Stock Holding History

Royal Fund 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
2022 Q1	–	Sell	-105,761	Closed	-$12.1M	–	212
2021 Q4	$12.1M	Buy	105,761 +99,699	+1,645%	+$11.1M	1.74%	12
2021 Q3	$613K	Buy	+6,062	New	+$633K	0.09%	133
2021 Q2	–	Sell	-3,000	Closed	-$263K	–	197
2021 Q1	$263K	Sell	3,000 -28	-0.9%	-$2.45K	0.05%	160
2020 Q4	$257K	Sell	3,028 -584	-16%	-$46.7K	0.05%	143
2020 Q3	$271K	Buy	+3,612	New	+$264K	0.07%	133
2020 Q2	–	Sell	-4,648	Closed	-$237K	–	359
2020 Q1	$237K	Buy	+4,648	New	+$269K	0.1%	121
2018 Q3	–	Sell	-300	Closed	-$13K	–	589
2018 Q2	$13K	Hold	300	–	–	﹤0.01%	329
2018 Q1	$12K	Buy	+300	New	+$12.9K	﹤0.01%	323
2017 Q4	–	Sell	-1,396	Closed	-$52K	–	671
2017 Q3	$52K	Buy	+1,396	New	+$51.1K	0.02%	170

Other funds holding IYW

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Fund Management's IYW Position: Q1 2022 in Review

Royal Fund Management sold out of iShares US Technology ETF (IYW) in Q1 2022, closing a stake of 105,761 shares — an estimated $12.1M sold.

Royal Fund Management first reported a position in IYW in Q3 2017 and held it in 9 quarters. The position peaked at $12.1M in Q4 2021. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

Royal Fund Management reported no remaining iShares US Technology ETF position as of Q1 2022 after selling out during the quarter.
Royal Fund Management sold 105,761 iShares US Technology ETF shares in Q1 2022, an estimated $12.1M.
Royal Fund Management first reported a position in iShares US Technology ETF in Q3 2017 and held it in 9 quarters.
Royal Fund Management's iShares US Technology ETF position peaked at $12.1M in Q4 2021.
689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on Royal Fund Management's 13F filing for Q1 2022, filed 13 May 2022.