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USCA RIA’s iShares US Technology ETF IYW Stock Holding History

USCA RIA’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
2021
Q2 		$272K Sell
2,738
-80
-3% -$7.46K 0.02% 487
2021
Q1 		$247K Buy
2,818
+150
+6% +$13.1K 0.02% 469
2020
Q4 		$227K Sell
2,668
-120
-4% -$9.59K 0.02% 440
2020
Q3 		$210K Buy
+2,788
New +$204K 0.02% 417

Other funds holding IYW

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

USCA RIA's IYW Position: Q2 2021 in Review

USCA RIA reduced its iShares US Technology ETF (IYW) stake by 2.8% in Q2 2021, selling an estimated $7.46K and leaving 2,738 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #487.

USCA RIA first reported a position in IYW in Q3 2020 and has held it in 4 quarters since. 565 funds tracked by Wall St. Rank hold IYW as of Q2 2021.

  • USCA RIA held 2,738 shares of iShares US Technology ETF worth $272K as of Q2 2021.
  • USCA RIA sold 80 iShares US Technology ETF shares in Q2 2021, an estimated $7.46K.
  • iShares US Technology ETF made up 0.02% of USCA RIA's portfolio in Q2 2021, its #487 holding.
  • USCA RIA first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 4 quarters since.
  • 565 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.