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

Stonebridge 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
2023
Q2 		– Sell
-31
Closed -$2.88K – 967
2023
Q1 		$2.88K Buy
+31
New +$2.6K ﹤0.01% 769
2022
Q3 		– Sell
-19
Closed -$2K – 1063
2022
Q2 		$2K Hold
19
– – ﹤0.01% 811
2022
Q1 		$2K Buy
+19
New +$1.94K ﹤0.01% 912

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stonebridge Capital Advisors's IYW Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of iShares US Technology ETF (IYW) in Q2 2023, closing a stake of 31 shares — an estimated $2.88K sold.

Stonebridge Capital Advisors first reported a position in IYW in Q1 2022 and held it in 3 quarters. The position peaked at $2.88K in Q1 2023. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

  • Stonebridge Capital Advisors reported no remaining iShares US Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 31 iShares US Technology ETF shares in Q2 2023, an estimated $2.88K.
  • Stonebridge Capital Advisors first reported a position in iShares US Technology ETF in Q1 2022 and held it in 3 quarters.
  • Stonebridge Capital Advisors's iShares US Technology ETF position peaked at $2.88K in Q1 2023.
  • 828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.