Sawyer & Company’s iShares US Technology ETF IYW Stock Holding History

Sawyer & Company’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
2023 Q2	–	Sell	-916	Closed	-$85K	–	177
2023 Q1	$85K	Hold	916	–	–	0.05%	111
2022 Q4	$68K	Hold	916	–	–	0.03%	121
2022 Q3	$67K	Hold	916	–	–	0.04%	120
2022 Q2	$73K	Hold	916	–	–	0.04%	120
2022 Q1	$94K	Hold	916	–	–	0.04%	116
2021 Q4	$105K	Hold	916	–	–	0.05%	114
2021 Q3	$93K	Hold	916	–	–	0.04%	115
2021 Q2	$91K	Hold	916	–	–	0.04%	115
2021 Q1	$80K	Hold	916	–	–	0.04%	116
2020 Q4	$78K	Hold	916	–	–	0.04%	115
2020 Q3	$69K	Hold	916	–	–	0.04%	116
2020 Q2	$62K	Hold	916	–	–	0.04%	120
2020 Q1	$47K	Hold	916	–	–	0.04%	120
2019 Q4	$53K	Hold	916	–	–	0.03%	123
2019 Q3	$47K	Hold	916	–	–	0.03%	122
2019 Q2	$45K	Hold	916	–	–	0.03%	128
2019 Q1	$44K	Hold	916	–	–	0.03%	125
2018 Q4	$37K	Hold	916	–	–	0.03%	127
2018 Q3	$44K	Hold	916	–	–	0.03%	136
2018 Q2	$41K	Hold	916	–	–	0.03%	136
2018 Q1	$39K	Buy	+916	New	+$39.4K	0.03%	136

Other funds holding IYW

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sawyer & Company's IYW Position: Q2 2023 in Review

Sawyer & Company sold out of iShares US Technology ETF (IYW) in Q2 2023, closing a stake of 916 shares — an estimated $85K sold.

Sawyer & Company first reported a position in IYW in Q1 2018 and held it in 21 quarters. The position peaked at $105K in Q4 2021. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

Sawyer & Company reported no remaining iShares US Technology ETF position as of Q2 2023 after selling out during the quarter.
Sawyer & Company sold 916 iShares US Technology ETF shares in Q2 2023, an estimated $85K.
Sawyer & Company first reported a position in iShares US Technology ETF in Q1 2018 and held it in 21 quarters.
Sawyer & Company's iShares US Technology ETF position peaked at $105K in Q4 2021.
828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on Sawyer & Company's 13F filing for Q2 2023, filed 13 Jul 2023.