TimeScale Financial’s iShares US Technology ETF IYW Stock Holding History

TimeScale Financial’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	$735K	Buy	6,754 +2,019	+43%	+$198K	0.16%	36
2023 Q1	$439K	Buy	4,735 +4,397	+1,301%	+$369K	0.1%	49
2022 Q4	$24.8K	Buy	338 +1	+0.3%	+$77	0.01%	211
2022 Q3	$25K	Buy	337 +35	+12%	+$2.97K	0.01%	210
2022 Q2	$24K	Hold	302	–	–	0.01%	212
2022 Q1	$31K	Buy	302 +1	+0.3%	+$102	0.01%	208
2021 Q4	$35K	Buy	301 +1	+0.3%	+$111	0.01%	200
2021 Q3	$30K	Sell	300 -1	-0.3%	-$104	0.01%	209
2021 Q2	$30K	Buy	301 +1	+0.3%	+$93	0.01%	212
2021 Q1	$26K	Hold	300	–	–	0.01%	240
2020 Q4	$26K	Hold	300	–	–	0.01%	202
2020 Q3	$23K	Buy	+300	New	+$21.9K	0.01%	212

Other funds holding IYW

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TimeScale Financial's IYW Position: Q2 2023 in Review

TimeScale Financial increased its iShares US Technology ETF (IYW) stake by 43% in Q2 2023, buying an estimated $198K and bringing the position to 6,754 shares worth $735K. The position accounts for 0.16% of the portfolio, ranked #36.

TimeScale Financial first reported a position in IYW in Q3 2020 and has held it in 12 quarters since. 828 funds tracked by Wall St. Rank hold IYW as of Q2 2023.

TimeScale Financial held 6,754 shares of iShares US Technology ETF worth $735K as of Q2 2023.
TimeScale Financial bought 2,019 iShares US Technology ETF shares in Q2 2023, an estimated $198K.
iShares US Technology ETF made up 0.16% of TimeScale Financial's portfolio in Q2 2023, its #36 holding.
TimeScale Financial first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 12 quarters since.
828 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.