Sanford Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Sanford Advisory Services’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 Q3	–	Sell	-2,616	Closed	-$209K	–	114
2022 Q2	$209K	Hold	2,616	–	–	0.06%	112
2022 Q1	$270K	Hold	2,616	–	–	0.07%	92
2021 Q4	$300K	Hold	2,616	–	–	0.07%	90
2021 Q3	$265K	Hold	2,616	–	–	0.07%	94
2021 Q2	$260K	Hold	2,616	–	–	0.07%	91
2021 Q1	$229K	Hold	2,616	–	–	0.06%	96
2020 Q4	$223K	Buy	+2,616	New	+$209K	0.07%	90

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sanford Advisory Services's IYW Position: Q3 2022 in Review

Sanford Advisory Services sold out of iShares US Technology ETF (IYW) in Q3 2022, closing a stake of 2,616 shares — an estimated $209K sold.

Sanford Advisory Services first reported a position in IYW in Q4 2020 and held it in 7 quarters. The position peaked at $300K in Q4 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

Sanford Advisory Services reported no remaining iShares US Technology ETF position as of Q3 2022 after selling out during the quarter.
Sanford Advisory Services sold 2,616 iShares US Technology ETF shares in Q3 2022, an estimated $209K.
Sanford Advisory Services first reported a position in iShares US Technology ETF in Q4 2020 and held it in 7 quarters.
Sanford Advisory Services's iShares US Technology ETF position peaked at $300K in Q4 2021.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on Sanford Advisory Services's 13F filing for Q3 2022, filed 9 Nov 2022.