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TCI Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

TCI Wealth 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
-207
Closed -$19.2K – 1220
2023
Q1 		$19.2K Buy
+207
New +$17.4K ﹤0.01% 728
2022
Q1 		– Sell
-523
Closed -$60K – 2334
2021
Q4 		$60K Hold
523
– – 0.01% 364
2021
Q3 		$53K Buy
+523
New +$54.6K 0.01% 401
2020
Q1 		– Sell
-7,200
Closed -$419K – 1623
2019
Q4 		$419K Buy
+7,200
New +$392K 0.16% 101
2018
Q1 		– Sell
-164
Closed -$7K – 1395
2017
Q4 		$7K Buy
+164
New +$6.57K ﹤0.01% 706
2015
Q1 		– Sell
-580
Closed -$15K – 917
2014
Q4 		$15K Hold
580
– – 0.01% 388
2014
Q3 		$15K Hold
580
– – 0.01% 374
2014
Q2 		$14K Buy
+580
New +$13.4K 0.01% 408

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TCI Wealth Advisors's IYW Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q2 2023, closing a stake of 207 shares — an estimated $19.2K sold.

TCI Wealth Advisors first reported a position in IYW in Q2 2014 and held it in 8 quarters. The position peaked at $419K in Q4 2019. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

  • TCI Wealth Advisors reported no remaining iShares US Technology ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 207 iShares US Technology ETF shares in Q2 2023, an estimated $19.2K.
  • TCI Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2014 and held it in 8 quarters.
  • TCI Wealth Advisors's iShares US Technology ETF position peaked at $419K in Q4 2019.
  • 828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.