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Sepio Capital’s iShares US Technology ETF IYW Stock Holding History

Sepio Capital’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
-4,556
Closed -$469K – 357
2022
Q1 		$469K Sell
4,556
-804
-15% -$82.1K 0.04% 282
2021
Q4 		$615K Buy
5,360
+200
+4% +$22.2K 0.05% 285
2021
Q3 		$523K Hold
5,160
– – 0.04% 278
2021
Q2 		$513K Hold
5,160
– – 0.04% 280
2021
Q1 		$453K Hold
5,160
– – 0.04% 273
2020
Q4 		$439K Hold
5,160
– – 0.04% 298
2020
Q3 		$388K Sell
5,160
-596
-10% -$43.5K 0.04% 289
2020
Q2 		$388K Buy
+5,756
New +$347K 0.05% 234

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sepio Capital's IYW Position: Q2 2022 in Review

Sepio Capital sold out of iShares US Technology ETF (IYW) in Q2 2022, closing a stake of 4,556 shares — an estimated $469K sold.

Sepio Capital first reported a position in IYW in Q2 2020 and held it in 8 quarters. The position peaked at $615K in Q4 2021. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

  • Sepio Capital reported no remaining iShares US Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Sepio Capital sold 4,556 iShares US Technology ETF shares in Q2 2022, an estimated $469K.
  • Sepio Capital first reported a position in iShares US Technology ETF in Q2 2020 and held it in 8 quarters.
  • Sepio Capital's iShares US Technology ETF position peaked at $615K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Sepio Capital's 13F filing for Q2 2022, filed 26 Jul 2022.