1 North Wealth Services’s iShares US Technology ETF IYW Stock Holding History

1 North Wealth Services’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
2019 Q4	$8K	Hold	140	–	–	﹤0.01%	214
2019 Q3	$7K	Buy	+140	New	+$7.12K	﹤0.01%	180
2019 Q1	$7K	Sell	140 -140	-50%	-$6.22K	﹤0.01%	171
2018 Q4	$11K	Buy	+280	New	+$12.1K	0.01%	141

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

RIG

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

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

1 North Wealth Services's IYW Position: Q4 2019 in Review

1 North Wealth Services held its iShares US Technology ETF (IYW) position steady in Q4 2019 at 140 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

1 North Wealth Services first reported a position in IYW in Q4 2018 and has held it in 4 quarters since. The position peaked at $11K in Q4 2018. 451 funds tracked by Wall St. Rank hold IYW as of Q4 2019.

1 North Wealth Services held 140 shares of iShares US Technology ETF worth $8K as of Q4 2019.
1 North Wealth Services left its iShares US Technology ETF share count unchanged in Q4 2019.
iShares US Technology ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #214 holding.
1 North Wealth Services first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 4 quarters since.
1 North Wealth Services's iShares US Technology ETF position peaked at $11K in Q4 2018.
451 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.