Bridgeworth’s iShares US Technology ETF IYW Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-32	Closed	-$1K	–	337
2018 Q2	$1K	Buy	+32	New	+$1.42K	﹤0.01%	591

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bridgeworth's IYW Position: Q3 2018 in Review

Bridgeworth sold out of iShares US Technology ETF (IYW) in Q3 2018, closing a stake of 32 shares — an estimated $1K sold.

Bridgeworth first reported a position in IYW in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 336 funds tracked by Wall St. Rank hold IYW as of Q3 2018.

Bridgeworth reported no remaining iShares US Technology ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 32 iShares US Technology ETF shares in Q3 2018, an estimated $1K.
Bridgeworth first reported a position in iShares US Technology ETF in Q2 2018 and held it in 1 quarter.
Bridgeworth's iShares US Technology ETF position peaked at $1K in Q2 2018.
336 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.