SFG
IYW icon

Sowa Financial Group’s iShares US Technology ETF IYW Stock Holding History

Sowa Financial Group’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
2021
Q1 		– Sell
-112
Closed -$10K – 147
2020
Q4 		$10K Buy
+112
New +$8.95K 0.01% 233
2020
Q3 		– Sell
-112
Closed -$8K – 291
2020
Q2 		$8K Hold
112
– – 0.01% 240
2020
Q1 		$6K Hold
112
– – 0.01% 239
2019
Q4 		$7K Buy
+112
New +$6.09K 0.01% 242

Other funds holding IYW

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sowa Financial Group's IYW Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares US Technology ETF (IYW) in Q1 2021, closing a stake of 112 shares — an estimated $10K sold.

Sowa Financial Group first reported a position in IYW in Q4 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 551 funds tracked by Wall St. Rank hold IYW as of Q1 2021.

  • Sowa Financial Group reported no remaining iShares US Technology ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 112 iShares US Technology ETF shares in Q1 2021, an estimated $10K.
  • Sowa Financial Group first reported a position in iShares US Technology ETF in Q4 2019 and held it in 4 quarters.
  • Sowa Financial Group's iShares US Technology ETF position peaked at $10K in Q4 2020.
  • 551 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.