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Teamwork Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Teamwork Financial 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
2022
Q3 		– Sell
-3,484
Closed -$279K – 218
2022
Q2 		$279K Sell
3,484
-444
-11% -$39.3K 0.06% 176
2022
Q1 		$405K Buy
+3,928
New +$401K 0.08% 183

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Teamwork Financial Advisors's IYW Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of iShares US Technology ETF (IYW) in Q3 2022, closing a stake of 3,484 shares — an estimated $279K sold.

Teamwork Financial Advisors first reported a position in IYW in Q1 2022 and held it in 2 quarters. The position peaked at $405K in Q1 2022. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

  • Teamwork Financial Advisors reported no remaining iShares US Technology ETF position as of Q3 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 3,484 iShares US Technology ETF shares in Q3 2022, an estimated $279K.
  • Teamwork Financial Advisors first reported a position in iShares US Technology ETF in Q1 2022 and held it in 2 quarters.
  • Teamwork Financial Advisors's iShares US Technology ETF position peaked at $405K in Q1 2022.
  • 584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.