RPG Investment Advisory’s iShares US Technology ETF IYW Stock Holding History

RPG Investment 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
2021 Q4	–	Sell	-720	Closed	-$73K	–	217
2021 Q3	$73K	Hold	720	–	–	0.01%	119
2021 Q2	$72K	Hold	720	–	–	0.01%	120
2021 Q1	$63K	Hold	720	–	–	0.01%	116
2020 Q4	$61K	Hold	720	–	–	0.01%	105
2020 Q3	$54K	Hold	720	–	–	0.01%	96
2020 Q2	$49K	Hold	720	–	–	0.01%	99
2020 Q1	$37K	Hold	720	–	–	0.01%	112
2019 Q4	$42K	Hold	720	–	–	0.01%	105
2019 Q3	$37K	Hold	720	–	–	0.01%	114
2019 Q2	$36K	Hold	720	–	–	0.01%	116
2019 Q1	$34K	Hold	720	–	–	0.01%	129
2018 Q4	$29K	Hold	720	–	–	0.01%	128
2018 Q3	$35K	Hold	720	–	–	0.01%	130
2018 Q2	$32K	Buy	720 +80	+13%	+$3.54K	0.01%	143
2018 Q1	$27K	Hold	640	–	–	0.01%	198
2017 Q4	$26K	Hold	640	–	–	0.01%	190
2017 Q3	$24K	Hold	640	–	–	0.01%	191
2017 Q2	$22K	Buy	+640	New	+$22.4K	0.01%	166

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RIG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RPG Investment Advisory's IYW Position: Q4 2021 in Review

RPG Investment Advisory sold out of iShares US Technology ETF (IYW) in Q4 2021, closing a stake of 720 shares — an estimated $73K sold.

RPG Investment Advisory first reported a position in IYW in Q2 2017 and held it in 18 quarters. The position peaked at $73K in Q3 2021. 734 funds tracked by Wall St. Rank hold IYW as of Q4 2021.

RPG Investment Advisory reported no remaining iShares US Technology ETF position as of Q4 2021 after selling out during the quarter.
RPG Investment Advisory sold 720 iShares US Technology ETF shares in Q4 2021, an estimated $73K.
RPG Investment Advisory first reported a position in iShares US Technology ETF in Q2 2017 and held it in 18 quarters.
RPG Investment Advisory's iShares US Technology ETF position peaked at $73K in Q3 2021.
734 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2021.

Based on RPG Investment Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.