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True Capital Management’s iShares US Technology ETF IYW Stock Holding History

True Capital Management’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 		$636K Sell
6,851
-199
-3% -$16.7K 0.44% 54
2022
Q4 		$525K Buy
+7,050
New +$539K 0.43% 57

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

True Capital Management's IYW Position: Q1 2023 in Review

True Capital Management reduced its iShares US Technology ETF (IYW) stake by 2.8% in Q1 2023, selling an estimated $16.7K and leaving 6,851 shares worth $636K. The position accounts for 0.44% of the portfolio, ranked #54.

True Capital Management first reported a position in IYW in Q4 2022 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold IYW as of Q1 2023.

  • True Capital Management held 6,851 shares of iShares US Technology ETF worth $636K as of Q1 2023.
  • True Capital Management sold 199 iShares US Technology ETF shares in Q1 2023, an estimated $16.7K.
  • iShares US Technology ETF made up 0.44% of True Capital Management's portfolio in Q1 2023, its #54 holding.
  • True Capital Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.