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Advantage Investment Management’s iShares US Technology ETF IYW Stock Holding History

Advantage Investment 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
2019
Q3 		– Sell
-196
Closed -$10K – 938
2019
Q2 		$10K Hold
196
– – 0.01% 660
2019
Q1 		$9K Sell
196
-300
-60% -$13.3K 0.01% 666
2018
Q4 		$20K Sell
496
-10,292
-95% -$446K 0.02% 514
2018
Q3 		$523K Buy
10,788
+10,308
+2,148% +$487K 0.34% 60
2018
Q2 		$21K Sell
480
-2,132
-82% -$94.3K 0.02% 529
2018
Q1 		$110K Sell
2,612
-88,472
-97% -$3.81M 0.04% 232
2017
Q4 		$3.71M Sell
91,084
-7,596
-8% -$304K 1.15% 24
2017
Q3 		$3.7M Sell
98,680
-2,128
-2% -$78K 1.21% 22
2017
Q2 		$3.52M Buy
100,808
+5,956
+6% +$209K 1.23% 19
2017
Q1 		$3.21M Buy
94,852
+83,468
+733% +$2.71M 1.27% 19
2016
Q4 		$342K Sell
11,384
-88,992
-89% -$2.65M 0.13% 109
2016
Q3 		$2.99M Buy
+100,376
New +$2.88M 1.09% 25
2015
Q3 		– Sell
-40,656
Closed -$1.06M – 864
2015
Q2 		$1.06M Sell
40,656
-105,392
-72% -$2.84M 0.52% 54
2015
Q1 		$3.83M Buy
146,048
+131,220
+885% +$3.45M 2.17% 9
2014
Q4 		$387K Buy
+14,828
New +$378K 0.29% 77

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advantage Investment Management's IYW Position: Q3 2019 in Review

Advantage Investment Management sold out of iShares US Technology ETF (IYW) in Q3 2019, closing a stake of 196 shares — an estimated $10K sold.

Advantage Investment Management first reported a position in IYW in Q4 2014 and held it in 15 quarters. The position peaked at $3.83M in Q1 2015. 374 funds tracked by Wall St. Rank hold IYW as of Q3 2019.

  • Advantage Investment Management reported no remaining iShares US Technology ETF position as of Q3 2019 after selling out during the quarter.
  • Advantage Investment Management sold 196 iShares US Technology ETF shares in Q3 2019, an estimated $10K.
  • Advantage Investment Management first reported a position in iShares US Technology ETF in Q4 2014 and held it in 15 quarters.
  • Advantage Investment Management's iShares US Technology ETF position peaked at $3.83M in Q1 2015.
  • 374 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.