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Sargent Bickham Lagudis’s iShares US Technology ETF IYW Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$1.8M Buy
24,231
+1
+0% +$77 0.15% 114
2022
Q3 		$1.78M Sell
24,230
-176
-0.7% -$14.9K 0.16% 104
2022
Q2 		$1.95M Buy
24,406
+41
+0.2% +$3.63K 0.17% 117
2022
Q1 		$2.51M Sell
24,365
-701
-3% -$71.6K 0.2% 98
2021
Q4 		$2.88M Buy
25,066
+1
+0% +$111 0.22% 90
2021
Q3 		$2.54M Sell
25,065
-1,282
-5% -$134K 0.21% 93
2021
Q2 		$2.62M Sell
26,347
-987
-4% -$92K 0.21% 92
2021
Q1 		$2.4M Sell
27,334
-1,888
-6% -$165K 0.21% 88
2020
Q4 		$2.49M Sell
29,222
-1,970
-6% -$157K 0.23% 82
2020
Q3 		$2.35M Sell
31,192
-1,320
-4% -$96.4K 0.24% 79
2020
Q2 		$2.19M Sell
32,512
-644
-2% -$38.9K 0.24% 84
2020
Q1 		$1.69M Buy
33,156
+352
+1% +$20.4K 0.22% 88
2019
Q4 		$1.91M Buy
32,804
+4
+0% +$218 0.21% 90
2019
Q3 		$1.67M Sell
32,800
-10,132
-24% -$515K 0.2% 91
2019
Q2 		$2.12M Sell
42,932
-2,500
-6% -$122K 0.25% 81
2019
Q1 		$2.17M Sell
45,432
-1,444
-3% -$64.2K 0.25% 82
2018
Q4 		$1.87M Buy
46,876
+4
+0% +$173 0.24% 84
2018
Q3 		$2.27M Sell
46,872
-2,128
-4% -$101K 0.27% 78
2018
Q2 		$2.18M Sell
49,000
-372
-0.8% -$16.5K 0.27% 79
2018
Q1 		$2.08M Sell
49,372
-7,640
-13% -$329K 0.26% 80
2017
Q4 		$2.32M Buy
57,012
+2,260
+4% +$90.6K 0.28% 82
2017
Q3 		$2.05M Hold
54,752
– – 0.26% 90
2017
Q2 		$1.91M Sell
54,752
-1,456
-3% -$51K 0.24% 90
2017
Q1 		$1.9M Sell
56,208
-148
-0.3% -$4.8K 0.25% 93
2016
Q4 		$1.69M Buy
56,356
+51,756
+1,125% +$1.54M 0.26% 90
2016
Q3 		$1.75M Sell
4,600
-54,460
-92% -$1.56M 0.26% 92
2016
Q2 		$1.55M Sell
59,060
-4,080
-6% -$108K 0.24% 94
2016
Q1 		$1.71M Buy
+63,140
New +$1.59M 0.28% 85

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sargent Bickham Lagudis's IYW Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares US Technology ETF (IYW) stake by 0% in Q4 2022, buying an estimated $77 and bringing the position to 24,231 shares worth $1.8M. The position accounts for 0.15% of the portfolio, ranked #114.

Sargent Bickham Lagudis first reported a position in IYW in Q1 2016 and has held it in 28 quarters since. The position peaked at $2.88M in Q4 2021. 702 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

  • Sargent Bickham Lagudis held 24,231 shares of iShares US Technology ETF worth $1.8M as of Q4 2022.
  • Sargent Bickham Lagudis bought 1 iShares US Technology ETF share in Q4 2022, an estimated $77.
  • iShares US Technology ETF made up 0.15% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #114 holding.
  • Sargent Bickham Lagudis first reported a position in iShares US Technology ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares US Technology ETF position peaked at $2.88M in Q4 2021.
  • 702 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.