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

Braver 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
2016 Q4	$1.51M	Sell	50,100 -237,212	-83%	-$7.07M	0.24%	85
2016 Q3	$8.55M	Buy	287,312 +220,800	+332%	+$6.33M	1.43%	18
2016 Q2	$1.75M	Buy	66,512 +120	+0.2%	+$3.17K	0.3%	66
2016 Q1	$1.8M	Sell	66,392 -345,252	-84%	-$8.72M	0.3%	71
2015 Q4	$11M	Buy	411,644 +347,848	+545%	+$9.38M	2.27%	13
2015 Q3	$1.58M	Sell	63,796 -104,012	-62%	-$2.69M	0.39%	54
2015 Q2	$4.39M	Buy	167,808 +103,880	+162%	+$2.8M	1.07%	23
2015 Q1	$1.68M	Sell	63,928 -112,576	-64%	-$2.96M	0.34%	55
2014 Q4	$4.61M	Sell	176,504 -134,020	-43%	-$3.42M	0.94%	23
2014 Q3	$7.82M	Sell	310,524 -19,088	-6%	-$477K	2.35%	9
2014 Q2	$7.98M	Buy	329,612 +242,816	+280%	+$5.61M	2.06%	10
2014 Q1	$1.98M	Sell	86,796 -279,072	-76%	-$6.23M	0.57%	27
2013 Q4	$8.09M	Sell	365,868 -26,264	-7%	-$547K	2.8%	9
2013 Q3	$7.72M	Buy	392,132 +9,684	+3%	+$188K	2.67%	10
2013 Q2	$7.04M	Buy	+382,448	New	+$7.11M	3.24%	7

Other funds holding IYW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Braver Wealth Management's IYW Position: Q4 2016 in Review

Braver Wealth Management reduced its iShares US Technology ETF (IYW) stake by 83% in Q4 2016, selling an estimated $7.07M and leaving 50,100 shares worth $1.51M. The position accounts for 0.24% of the portfolio, ranked #85.

Braver Wealth Management first reported a position in IYW in Q2 2013 and has held it in 15 quarters since. The position peaked at $11M in Q4 2015. 247 funds tracked by Wall St. Rank hold IYW as of Q4 2016.

Braver Wealth Management held 50,100 shares of iShares US Technology ETF worth $1.51M as of Q4 2016.
Braver Wealth Management sold 237,212 iShares US Technology ETF shares in Q4 2016, an estimated $7.07M.
iShares US Technology ETF made up 0.24% of Braver Wealth Management's portfolio in Q4 2016, its #85 holding.
Braver Wealth Management first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 15 quarters since.
Braver Wealth Management's iShares US Technology ETF position peaked at $11M in Q4 2015.
247 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.