AJ
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Ashburton (Jersey)’s iShares US Technology ETF IYW Stock Holding History

Ashburton (Jersey)’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
Q2 		– Sell
-2,320
Closed -$111K – 111
2019
Q1 		$111K Hold
2,320
– – 0.06% 32
2018
Q4 		$93K Hold
2,320
– – 0.04% 46
2018
Q3 		$113K Hold
2,320
– – 0.04% 57
2018
Q2 		$103K Buy
+2,320
New +$103K 0.04% 55
2017
Q4 		– Sell
-360
Closed -$13K – 84
2017
Q3 		$13K Buy
+360
New +$13.2K 0.01% 81

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Ashburton (Jersey)'s IYW Position: Q2 2019 in Review

Ashburton (Jersey) sold out of iShares US Technology ETF (IYW) in Q2 2019, closing a stake of 2,320 shares — an estimated $111K sold.

Ashburton (Jersey) first reported a position in IYW in Q3 2017 and held it in 5 quarters. The position peaked at $113K in Q3 2018. 387 funds tracked by Wall St. Rank hold IYW as of Q2 2019.

  • Ashburton (Jersey) reported no remaining iShares US Technology ETF position as of Q2 2019 after selling out during the quarter.
  • Ashburton (Jersey) sold 2,320 iShares US Technology ETF shares in Q2 2019, an estimated $111K.
  • Ashburton (Jersey) first reported a position in iShares US Technology ETF in Q3 2017 and held it in 5 quarters.
  • Ashburton (Jersey)'s iShares US Technology ETF position peaked at $113K in Q3 2018.
  • 387 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2019.

Based on Ashburton (Jersey)'s 13F filing for Q2 2019, filed 26 Jul 2019.