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

Asset Advisors 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
2020
Q3 		– Sell
-120
Closed -$8K – 128
2020
Q2 		$8K Buy
+120
New +$7.24K ﹤0.01% 146

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Asset Advisors Investment Management's IYW Position: Q3 2020 in Review

Asset Advisors Investment Management sold out of iShares US Technology ETF (IYW) in Q3 2020, closing a stake of 120 shares — an estimated $8K sold.

Asset Advisors Investment Management first reported a position in IYW in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 502 funds tracked by Wall St. Rank hold IYW as of Q3 2020.

  • Asset Advisors Investment Management reported no remaining iShares US Technology ETF position as of Q3 2020 after selling out during the quarter.
  • Asset Advisors Investment Management sold 120 iShares US Technology ETF shares in Q3 2020, an estimated $8K.
  • Asset Advisors Investment Management first reported a position in iShares US Technology ETF in Q2 2020 and held it in 1 quarter.
  • Asset Advisors Investment Management's iShares US Technology ETF position peaked at $8K in Q2 2020.
  • 502 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2020.

Based on Asset Advisors Investment Management's 13F filing for Q3 2020, filed 20 Oct 2020.