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Sandy Cove Advisors’s iShares US Technology ETF IYW Stock Holding History

Sandy Cove Advisors’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
-2,237
Closed -$230K – 241
2022
Q1 		$230K Buy
+2,237
New +$228K 0.19% 76

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sandy Cove Advisors's IYW Position: Q2 2022 in Review

Sandy Cove Advisors sold out of iShares US Technology ETF (IYW) in Q2 2022, closing a stake of 2,237 shares — an estimated $230K sold.

Sandy Cove Advisors first reported a position in IYW in Q1 2022 and held it in 1 quarter. The position peaked at $230K in Q1 2022. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

  • Sandy Cove Advisors reported no remaining iShares US Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 2,237 iShares US Technology ETF shares in Q2 2022, an estimated $230K.
  • Sandy Cove Advisors first reported a position in iShares US Technology ETF in Q1 2022 and held it in 1 quarter.
  • Sandy Cove Advisors's iShares US Technology ETF position peaked at $230K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.