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

Aris 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
2015
Q3 		– Sell
-340
Closed -$9K – 442
2015
Q2 		$9K Hold
340
– – 0.01% 379
2015
Q1 		$9K Buy
+340
New +$8.94K 0.01% 374

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aris Wealth Services's IYW Position: Q3 2015 in Review

Aris Wealth Services sold out of iShares US Technology ETF (IYW) in Q3 2015, closing a stake of 340 shares — an estimated $9K sold.

Aris Wealth Services first reported a position in IYW in Q1 2015 and held it in 2 quarters. The position peaked at $9K in Q2 2015. 206 funds tracked by Wall St. Rank hold IYW as of Q3 2015.

  • Aris Wealth Services reported no remaining iShares US Technology ETF position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 340 iShares US Technology ETF shares in Q3 2015, an estimated $9K.
  • Aris Wealth Services first reported a position in iShares US Technology ETF in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's iShares US Technology ETF position peaked at $9K in Q2 2015.
  • 206 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.