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Systelligence LLC’s iShares US Technology ETF IYW Stock Holding History

Systelligence LLC’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
2020
Q4 		– Sell
-19,968
Closed -$1.5M – 56
2020
Q3 		$1.5M Sell
19,968
-1,888
-9% -$138K 0.46% 45
2020
Q2 		$1.47M Sell
21,856
-40,740
-65% -$2.46M 0.48% 47
2020
Q1 		$3.2M Buy
62,596
+22,796
+57% +$1.32M 1.49% 25
2019
Q4 		$2.31M Buy
+39,800
New +$2.16M 0.85% 39

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Systelligence LLC's IYW Position: Q4 2020 in Review

Systelligence LLC sold out of iShares US Technology ETF (IYW) in Q4 2020, closing a stake of 19,968 shares — an estimated $1.5M sold.

Systelligence LLC first reported a position in IYW in Q4 2019 and held it in 4 quarters. The position peaked at $3.2M in Q1 2020. 563 funds tracked by Wall St. Rank hold IYW as of Q4 2020.

  • Systelligence LLC reported no remaining iShares US Technology ETF position as of Q4 2020 after selling out during the quarter.
  • Systelligence LLC sold 19,968 iShares US Technology ETF shares in Q4 2020, an estimated $1.5M.
  • Systelligence LLC first reported a position in iShares US Technology ETF in Q4 2019 and held it in 4 quarters.
  • Systelligence LLC's iShares US Technology ETF position peaked at $3.2M in Q1 2020.
  • 563 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2020.

Based on Systelligence LLC's 13F filing for Q4 2020, filed 23 Sep 2021.