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Berman Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Berman Capital Advisors’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
-2,256
Closed -$111K – 1506
2019
Q2 		$111K Buy
2,256
+8
+0.4% +$391 0.04% 198
2019
Q1 		$107K Buy
2,248
+4
+0.2% +$178 0.04% 188
2018
Q4 		$89K Buy
+2,244
New +$97.2K 0.03% 190

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Berman Capital Advisors's IYW Position: Q3 2019 in Review

Berman Capital Advisors sold out of iShares US Technology ETF (IYW) in Q3 2019, closing a stake of 2,256 shares — an estimated $111K sold.

Berman Capital Advisors first reported a position in IYW in Q4 2018 and held it in 3 quarters. The position peaked at $111K in Q2 2019. 374 funds tracked by Wall St. Rank hold IYW as of Q3 2019.

  • Berman Capital Advisors reported no remaining iShares US Technology ETF position as of Q3 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 2,256 iShares US Technology ETF shares in Q3 2019, an estimated $111K.
  • Berman Capital Advisors first reported a position in iShares US Technology ETF in Q4 2018 and held it in 3 quarters.
  • Berman Capital Advisors's iShares US Technology ETF position peaked at $111K in Q2 2019.
  • 374 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.