Blue Chip Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Blue Chip Wealth 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	$419K	Buy	5,568 +4	+0.1%	+$292	0.33%	66
2020 Q2	$375K	Buy	5,564 +12	+0.2%	+$724	0.36%	66
2020 Q1	$284K	Hold	5,552	–	–	0.35%	65
2019 Q4	$323K	Buy	5,552 +8	+0.1%	+$435	0.3%	74
2019 Q3	$283K	Hold	5,544	–	–	0.3%	75
2019 Q2	$274K	Buy	5,544 +8	+0.1%	+$391	0.29%	78
2019 Q1	$264K	Buy	5,536 +4	+0.1%	+$178	0.3%	80
2018 Q4	$221K	Sell	5,532 -780	-12%	-$33.8K	0.29%	79
2018 Q3	$306K	Buy	6,312 +4	+0.1%	+$189	0.31%	77
2018 Q2	$281K	Hold	6,308	–	–	0.31%	82
2018 Q1	$265K	Buy	+6,308	New	+$272K	0.27%	82

Other funds holding IYW

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return