Spectrum Management Group’s iShares US Technology ETF IYW Stock Holding History

Spectrum Management 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
2022 Q2	–	Sell	-14,376	Closed	-$1.48M	–	279
2022 Q1	$1.48M	Buy	14,376 +532	+4%	+$54.3K	0.23%	79
2021 Q4	$1.59M	Buy	13,844 +8,714	+170%	+$967K	0.23%	80
2021 Q3	$519K	Buy	+5,130	New	+$535K	0.08%	94
2021 Q2	–	Sell	-241	Closed	-$21K	–	273
2021 Q1	$21K	Buy	+241	New	+$21.1K	﹤0.01%	176

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Spectrum Management Group's IYW Position: Q2 2022 in Review

Spectrum Management Group sold out of iShares US Technology ETF (IYW) in Q2 2022, closing a stake of 14,376 shares — an estimated $1.48M sold.

Spectrum Management Group first reported a position in IYW in Q1 2021 and held it in 4 quarters. The position peaked at $1.59M in Q4 2021. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

Spectrum Management Group reported no remaining iShares US Technology ETF position as of Q2 2022 after selling out during the quarter.
Spectrum Management Group sold 14,376 iShares US Technology ETF shares in Q2 2022, an estimated $1.48M.
Spectrum Management Group first reported a position in iShares US Technology ETF in Q1 2021 and held it in 4 quarters.
Spectrum Management Group's iShares US Technology ETF position peaked at $1.59M in Q4 2021.
631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Spectrum Management Group's 13F filing for Q2 2022, filed 29 Jul 2022.