RFWA
IYW icon

RPg Family Wealth Advisory’s iShares US Technology ETF IYW Stock Holding History

RPg Family Wealth Advisory’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
Q2 		– Sell
-116
Closed -$12K – 213
2022
Q1 		$12K Sell
116
-5,946
-98% -$607K 0.01% 245
2021
Q4 		$696K Sell
6,062
-760
-11% -$84.4K 0.28% 57
2021
Q3 		$691K Buy
6,822
+118
+2% +$12.3K 0.29% 60
2021
Q2 		$666K Buy
+6,704
New +$625K 0.27% 62
2020
Q4 		$608K Hold
7,144
– – 0.29% 60
2020
Q3 		$538K Buy
7,144
+16
+0.2% +$1.17K 0.28% 64
2020
Q2 		$481K Sell
7,128
-4,724
-40% -$285K 0.29% 64
2020
Q1 		$606K Buy
11,852
+4
+0% +$232 0.47% 48
2019
Q4 		$689K Buy
11,848
+412
+4% +$22.4K 0.4% 54
2019
Q3 		$584K Buy
11,436
+124
+1% +$6.3K 0.35% 58
2019
Q2 		$560K Sell
11,312
-2,084
-16% -$102K 0.33% 61
2019
Q1 		$638K Buy
+13,396
New +$596K 0.38% 54
2018
Q2 		– Sell
-720
Closed -$30.3K – 270
2018
Q1 		$30.3K Sell
720
-336
-32% -$14.5K 0.02% 164
2017
Q4 		$43K Hold
1,056
– – 0.04% 139
2017
Q3 		$39.6K Sell
1,056
-1,364
-56% -$50K 0.03% 158
2017
Q2 		$84.5K Sell
2,420
-360
-13% -$12.6K 0.07% 89
2017
Q1 		$93.9K Buy
2,780
+2,264
+439% +$73.5K 0.08% 78
2016
Q4 		$15.5K Sell
516
-156
-23% -$4.65K 0.01% 213
2016
Q3 		$20K Sell
672
-408
-38% -$11.7K 0.01% 175
2016
Q2 		$28.4K Sell
1,080
-128
-11% -$3.38K 0.01% 165
2016
Q1 		$32.8K Buy
+1,208
New +$30.5K 0.03% 147

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

RPg Family Wealth Advisory's IYW Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares US Technology ETF (IYW) in Q2 2022, closing a stake of 116 shares — an estimated $12K sold.

RPg Family Wealth Advisory first reported a position in IYW in Q1 2016 and held it in 21 quarters. The position peaked at $696K in Q4 2021. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

  • RPg Family Wealth Advisory reported no remaining iShares US Technology ETF position as of Q2 2022 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 116 iShares US Technology ETF shares in Q2 2022, an estimated $12K.
  • RPg Family Wealth Advisory first reported a position in iShares US Technology ETF in Q1 2016 and held it in 21 quarters.
  • RPg Family Wealth Advisory's iShares US Technology ETF position peaked at $696K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.