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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 $1.37T 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