Burt Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-544	Closed	-$46K	–	228
2020 Q4	$46K	Hold	544	–	–	0.02%	184
2020 Q3	$41K	Hold	544	–	–	0.02%	189
2020 Q2	$37K	Hold	544	–	–	0.02%	191
2020 Q1	$28K	Hold	544	–	–	0.01%	205
2019 Q4	$32K	Hold	544	–	–	0.01%	203
2019 Q3	$28K	Hold	544	–	–	0.01%	209
2019 Q2	$27K	Hold	544	–	–	0.01%	210
2019 Q1	$26K	Hold	544	–	–	0.01%	217
2018 Q4	$22K	Hold	544	–	–	0.01%	227
2018 Q3	$26K	Hold	544	–	–	0.01%	230
2018 Q2	$24K	Hold	544	–	–	0.01%	234
2018 Q1	$23K	Hold	544	–	–	0.01%	242
2017 Q4	$22K	Hold	544	–	–	0.01%	235
2017 Q3	$20K	Hold	544	–	–	0.01%	232
2017 Q2	$19K	Hold	544	–	–	0.01%	253
2017 Q1	$18K	Hold	544	–	–	0.01%	231
2016 Q4	$16K	Hold	544	–	–	0.01%	250
2016 Q3	$16K	Hold	544	–	–	0.02%	233
2016 Q2	$14K	Hold	544	–	–	0.02%	243
2016 Q1	$15K	Hold	544	–	–	0.01%	282
2015 Q4	$14K	Hold	544	–	–	0.01%	243
2015 Q3	$13K	Hold	544	–	–	0.02%	222
2015 Q2	$14K	Sell	544 -272	-33%	-$7.34K	0.02%	233
2015 Q1	$21K	Sell	816 -268	-25%	-$7.04K	0.02%	187
2014 Q4	$28K	Buy	+1,084	New	+$27.6K	0.03%	166

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Burt Wealth Advisors's IYW Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q1 2021, closing a stake of 544 shares — an estimated $46K sold.

Burt Wealth Advisors first reported a position in IYW in Q4 2014 and held it in 25 quarters. The position peaked at $46K in Q4 2020. 551 funds tracked by Wall St. Rank hold IYW as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares US Technology ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 544 iShares US Technology ETF shares in Q1 2021, an estimated $46K.
Burt Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's iShares US Technology ETF position peaked at $46K in Q4 2020.
551 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.