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BLB&B Advisors’s iShares US Technology ETF IYW Stock Holding History

BLB&B 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
2015
Q3 		– Sell
-23,888
Closed -$625K – 285
2015
Q2 		$625K Hold
23,888
– – 0.13% 133
2015
Q1 		$627K Buy
23,888
+500
+2% +$13.1K 0.13% 131
2014
Q4 		$610K Sell
23,388
-56
-0.2% -$1.43K 0.13% 137
2014
Q3 		$591K Sell
23,444
-168
-0.7% -$4.2K 0.13% 145
2014
Q2 		$572K Hold
23,612
– – 0.12% 157
2014
Q1 		$538K Sell
23,612
-484
-2% -$10.8K 0.12% 163
2013
Q4 		$533K Sell
24,096
-1,960
-8% -$40.8K 0.13% 146
2013
Q3 		$513K Hold
26,056
– – 0.14% 141
2013
Q2 		$480K Buy
+26,056
New +$484K 0.13% 143

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.15T AUM 47.82% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BLB&B Advisors's IYW Position: Q3 2015 in Review

BLB&B Advisors sold out of iShares US Technology ETF (IYW) in Q3 2015, closing a stake of 23,888 shares — an estimated $625K sold.

BLB&B Advisors first reported a position in IYW in Q2 2013 and held it in 9 quarters. The position peaked at $627K in Q1 2015. 208 funds tracked by Wall St. Rank hold IYW as of Q3 2015.

  • BLB&B Advisors reported no remaining iShares US Technology ETF position as of Q3 2015 after selling out during the quarter.
  • BLB&B Advisors sold 23,888 iShares US Technology ETF shares in Q3 2015, an estimated $625K.
  • BLB&B Advisors first reported a position in iShares US Technology ETF in Q2 2013 and held it in 9 quarters.
  • BLB&B Advisors's iShares US Technology ETF position peaked at $627K in Q1 2015.
  • 208 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2015.

Based on BLB&B Advisors's 13F filing for Q3 2015, filed 20 Oct 2015.