Strategic Asset Management’s iShares US Technology ETF IYW Stock Holding History

Strategic Asset Management’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 Q3	$116K	Sell	1,576 -1,715	-52%	-$145K	0.2%	80
2022 Q2	$263K	Sell	3,291 -6	-0.2%	-$531	0.42%	47
2022 Q1	$340K	Sell	3,297 -975	-23%	-$99.6K	0.48%	40
2021 Q4	$491K	Sell	4,272 -405	-9%	-$45K	0.68%	27
2021 Q3	$484K	Buy	+4,677	New	+$488K	0.68%	29

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Strategic Asset Management's IYW Position: Q3 2022 in Review

Strategic Asset Management reduced its iShares US Technology ETF (IYW) stake by 52% in Q3 2022, selling an estimated $145K and leaving 1,576 shares worth $116K. The position accounts for 0.2% of the portfolio, ranked #80.

Strategic Asset Management first reported a position in IYW in Q3 2021 and has held it in 5 quarters since. The position peaked at $491K in Q4 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

Strategic Asset Management held 1,576 shares of iShares US Technology ETF worth $116K as of Q3 2022.
Strategic Asset Management sold 1,715 iShares US Technology ETF shares in Q3 2022, an estimated $145K.
iShares US Technology ETF made up 0.2% of Strategic Asset Management's portfolio in Q3 2022, its #80 holding.
Strategic Asset Management first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's iShares US Technology ETF position peaked at $491K in Q4 2021.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.