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Advisor Group’s iShares US Technology ETF IYW Stock Holding History

Advisor Group’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 		$19.1M Buy
327,624
+31,252
+11% +$1.7M 0.13% 147
2019
Q3 		$15.1M Buy
296,372
+110,884
+60% +$5.63M 0.11% 167
2019
Q2 		$9.18M Buy
185,488
+11,728
+7% +$573K 0.07% 240
2019
Q1 		$8.28M Buy
173,760
+60,948
+54% +$2.71M 0.07% 246
2018
Q4 		$4.51M Sell
112,812
-74,244
-40% -$3.22M 0.04% 337
2018
Q3 		$9.08M Buy
187,056
+43,724
+31% +$2.07M 0.09% 194
2018
Q2 		$6.39M Sell
143,332
-35,652
-20% -$1.58M 0.09% 209
2018
Q1 		$7.53M Sell
178,984
-22,688
-11% -$977K 0.1% 178
2017
Q4 		$8.21M Buy
201,672
+20,300
+11% +$813K 0.11% 171
2017
Q3 		$6.8M Sell
181,372
-204
-0.1% -$7.47K 0.11% 181
2017
Q2 		$6.34M Buy
181,576
+3,452
+2% +$121K 0.11% 187
2017
Q1 		$6.02M Buy
178,124
+113,432
+175% +$3.68M 0.12% 181
2016
Q4 		$1.95M Sell
64,692
-90,696
-58% -$2.7M 0.04% 429
2016
Q3 		$4.62M Buy
155,388
+130,620
+527% +$3.74M 0.11% 206
2016
Q2 		$649K Buy
+24,768
New +$654K 0.02% 790

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
Manulife (Manufacturers Life Insurance)
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
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
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

Advisor Group's IYW Position: Q4 2019 in Review

Advisor Group increased its iShares US Technology ETF (IYW) stake by 11% in Q4 2019, buying an estimated $1.7M and bringing the position to 327,624 shares worth $19.1M. The position accounts for 0.13% of the portfolio, ranked #147.

Advisor Group first reported a position in IYW in Q2 2016 and has held it in 15 quarters since. 451 funds tracked by Wall St. Rank hold IYW as of Q4 2019.

  • Advisor Group held 327,624 shares of iShares US Technology ETF worth $19.1M as of Q4 2019.
  • Advisor Group bought 31,252 iShares US Technology ETF shares in Q4 2019, an estimated $1.7M.
  • iShares US Technology ETF made up 0.13% of Advisor Group's portfolio in Q4 2019, its #147 holding.
  • Advisor Group first reported a position in iShares US Technology ETF in Q2 2016 and has held it in 15 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.