Brick & Kyle Associates’s iShares US Technology ETF IYW Stock Holding History

Brick & Kyle Associates’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
2017 Q2	–	Sell	-800	Closed	-$27K	–	229
2017 Q1	$27K	Hold	800	–	–	0.02%	247
2016 Q4	$24K	Hold	800	–	–	0.02%	255
2016 Q3	$24K	Hold	800	–	–	0.02%	250
2016 Q2	$21K	Hold	800	–	–	0.02%	258
2016 Q1	$22K	Hold	800	–	–	0.02%	244
2015 Q4	$21K	Hold	800	–	–	0.02%	246
2015 Q3	$20K	Hold	800	–	–	0.02%	252
2015 Q2	$21K	Hold	800	–	–	0.02%	271
2015 Q1	$21K	Hold	800	–	–	0.02%	272
2014 Q4	$21K	Buy	+800	New	+$20.4K	0.02%	264

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Brick & Kyle Associates's IYW Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares US Technology ETF (IYW) in Q2 2017, closing a stake of 800 shares — an estimated $27K sold.

Brick & Kyle Associates first reported a position in IYW in Q4 2014 and held it in 10 quarters. The position peaked at $27K in Q1 2017. 260 funds tracked by Wall St. Rank hold IYW as of Q2 2017.

Brick & Kyle Associates reported no remaining iShares US Technology ETF position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 800 iShares US Technology ETF shares in Q2 2017, an estimated $27K.
Brick & Kyle Associates first reported a position in iShares US Technology ETF in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's iShares US Technology ETF position peaked at $27K in Q1 2017.
260 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.