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Wealth Enhancement & Preservation of GA’s iShares US Technology ETF IYW Stock Holding History

Wealth Enhancement & Preservation of GA’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 		– Sell
-224,997
Closed -$21.3M – 56
2021
Q1 		$21.3M Buy
+224,997
New +$19.7M 16.39% 1

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $304B AUM 35.64% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's IYW Position: Q2 2021 in Review

Wealth Enhancement & Preservation of GA sold out of iShares US Technology ETF (IYW) in Q2 2021, closing a stake of 224,997 shares — an estimated $21.3M sold.

Wealth Enhancement & Preservation of GA first reported a position in IYW in Q1 2021 and held it in 1 quarter. The position peaked at $21.3M in Q1 2021. 565 funds tracked by Wall St. Rank hold IYW as of Q2 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares US Technology ETF position as of Q2 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 224,997 iShares US Technology ETF shares in Q2 2021, an estimated $21.3M.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares US Technology ETF in Q1 2021 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's iShares US Technology ETF position peaked at $21.3M in Q1 2021.
  • 565 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2021, filed 22 Jul 2021.