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Brouwer & Janachowski’s iShares US Technology ETF IYW Stock Holding History

Brouwer & Janachowski’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
-4,800
Closed -$126K – 67
2015
Q2 		$126K Buy
+4,800
New +$129K 0.06% 47
2014
Q2 		– Sell
-4,800
Closed -$109K – 66
2014
Q1 		$109K Buy
+4,800
New +$107K 0.05% 55

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brouwer & Janachowski's IYW Position: Q3 2015 in Review

Brouwer & Janachowski sold out of iShares US Technology ETF (IYW) in Q3 2015, closing a stake of 4,800 shares — an estimated $126K sold.

Brouwer & Janachowski first reported a position in IYW in Q1 2014 and held it in 2 quarters. The position peaked at $126K in Q2 2015. 208 funds tracked by Wall St. Rank hold IYW as of Q3 2015.

  • Brouwer & Janachowski reported no remaining iShares US Technology ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 4,800 iShares US Technology ETF shares in Q3 2015, an estimated $126K.
  • Brouwer & Janachowski first reported a position in iShares US Technology ETF in Q1 2014 and held it in 2 quarters.
  • Brouwer & Janachowski's iShares US Technology ETF position peaked at $126K in Q2 2015.
  • 208 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.