South Shore Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

South Shore Capital 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 Q1	–	Sell	-3,000	Closed	-$344K	–	108
2021 Q4	$344K	Buy	+3,000	New	+$333K	0.56%	59
2021 Q3	–	Sell	-6,000	Closed	-$596K	–	101
2021 Q2	$596K	Buy	+6,000	New	+$560K	1.06%	27

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

South Shore Capital Advisors's IYW Position: Q1 2022 in Review

South Shore Capital Advisors sold out of iShares US Technology ETF (IYW) in Q1 2022, closing a stake of 3,000 shares — an estimated $344K sold.

South Shore Capital Advisors first reported a position in IYW in Q2 2021 and held it in 2 quarters. The position peaked at $596K in Q2 2021. 689 funds tracked by Wall St. Rank hold IYW as of Q1 2022.

South Shore Capital Advisors reported no remaining iShares US Technology ETF position as of Q1 2022 after selling out during the quarter.
South Shore Capital Advisors sold 3,000 iShares US Technology ETF shares in Q1 2022, an estimated $344K.
South Shore Capital Advisors first reported a position in iShares US Technology ETF in Q2 2021 and held it in 2 quarters.
South Shore Capital Advisors's iShares US Technology ETF position peaked at $596K in Q2 2021.
689 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2022.

Based on South Shore Capital Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.