Vivid Financial Management’s iShares US Technology ETF IYW Stock Holding History

Vivid Financial 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
2021 Q4	$8.49M	Sell	73,977 -3,265	-4%	-$362K	3.18%	7
2021 Q3	$7.82M	Buy	77,242 +49,706	+181%	+$5.19M	3.21%	9
2021 Q2	$2.74M	Buy	27,536 +706	+3%	+$65.8K	1.12%	20
2021 Q1	$2.35M	Sell	26,830 -720	-3%	-$63.1K	1.08%	22
2020 Q4	$2.34M	Sell	27,550 -4,182	-13%	-$334K	1.13%	21
2020 Q3	$2.39M	Buy	31,732 +52	+0.2%	+$3.8K	1.47%	20
2020 Q2	$2.14M	Buy	31,680 +2,088	+7%	+$126K	1.33%	21
2020 Q1	$1.51M	Buy	29,592 +104	+0.4%	+$6.03K	1.98%	15
2019 Q4	$1.87M	Buy	+29,488	New	+$1.6M	2%	13

Other funds holding IYW

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

Vivid Financial Management's IYW Position: Q4 2021 in Review

Vivid Financial Management reduced its iShares US Technology ETF (IYW) stake by 4.2% in Q4 2021, selling an estimated $362K and leaving 73,977 shares worth $8.49M. The position accounts for 3.18% of the portfolio, ranked #7.

Vivid Financial Management first reported a position in IYW in Q4 2019 and has held it in 9 quarters since. 734 funds tracked by Wall St. Rank hold IYW as of Q4 2021.

Vivid Financial Management held 73,977 shares of iShares US Technology ETF worth $8.49M as of Q4 2021.
Vivid Financial Management sold 3,265 iShares US Technology ETF shares in Q4 2021, an estimated $362K.
iShares US Technology ETF made up 3.18% of Vivid Financial Management's portfolio in Q4 2021, its #7 holding.
Vivid Financial Management first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 9 quarters since.
734 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.