Tri-Star Advisors’s iShares US Technology ETF IYW Stock Holding History

Tri-Star 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 Q1	–	Sell	-47,625	Closed	-$3.75M	–	49
2022 Q4	$3.75M	Buy	+47,625	New	+$3.64M	1.84%	14

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

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

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

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

Tri-Star Advisors's IYW Position: Q1 2023 in Review

Tri-Star Advisors sold out of iShares US Technology ETF (IYW) in Q1 2023, closing a stake of 47,625 shares — an estimated $3.75M sold.

Tri-Star Advisors first reported a position in IYW in Q4 2022 and held it in 1 quarter. The position peaked at $3.75M in Q4 2022. 759 funds tracked by Wall St. Rank hold IYW as of Q1 2023.

Tri-Star Advisors reported no remaining iShares US Technology ETF position as of Q1 2023 after selling out during the quarter.
Tri-Star Advisors sold 47,625 iShares US Technology ETF shares in Q1 2023, an estimated $3.75M.
Tri-Star Advisors first reported a position in iShares US Technology ETF in Q4 2022 and held it in 1 quarter.
Tri-Star Advisors's iShares US Technology ETF position peaked at $3.75M in Q4 2022.
759 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2023.

Based on Tri-Star Advisors's 13F filing for Q1 2023, filed 5 May 2023.