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Weiss Asset Management’s iShares US Technology ETF IYW Stock Holding History

Weiss Asset 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
Q3 		– Sell
-30,000
Closed -$2.98M – 558
2021
Q2 		$2.98M Buy
+30,000
New +$2.8M 0.07% 266

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Weiss Asset Management's IYW Position: Q3 2021 in Review

Weiss Asset Management sold out of iShares US Technology ETF (IYW) in Q3 2021, closing a stake of 30,000 shares — an estimated $2.98M sold.

Weiss Asset Management first reported a position in IYW in Q2 2021 and held it in 1 quarter. The position peaked at $2.98M in Q2 2021. 637 funds tracked by Wall St. Rank hold IYW as of Q3 2021.

  • Weiss Asset Management reported no remaining iShares US Technology ETF position as of Q3 2021 after selling out during the quarter.
  • Weiss Asset Management sold 30,000 iShares US Technology ETF shares in Q3 2021, an estimated $2.98M.
  • Weiss Asset Management first reported a position in iShares US Technology ETF in Q2 2021 and held it in 1 quarter.
  • Weiss Asset Management's iShares US Technology ETF position peaked at $2.98M in Q2 2021.
  • 637 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2021.

Based on Weiss Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.