Butensky & Cohen Financial Security’s iShares US Technology ETF IYW Stock Holding History

Butensky & Cohen Financial Security’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 Q2	–	Sell	-940	Closed	-$25K	–	128
2016 Q1	$25K	Hold	940	–	–	0.02%	87
2015 Q4	$25K	Hold	940	–	–	0.02%	90
2015 Q3	$23K	Buy	940 +40	+4%	+$1.03K	0.02%	88
2015 Q2	$24K	Hold	900	–	–	0.02%	90
2015 Q1	$24K	Buy	900 +20	+2%	+$526	0.02%	89
2014 Q4	$23K	Buy	+880	New	+$22.4K	0.02%	89

Other funds holding IYW

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

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

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

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

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

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

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

Butensky & Cohen Financial Security's IYW Position: Q2 2016 in Review

Butensky & Cohen Financial Security sold out of iShares US Technology ETF (IYW) in Q2 2016, closing a stake of 940 shares — an estimated $25K sold.

Butensky & Cohen Financial Security first reported a position in IYW in Q4 2014 and held it in 6 quarters. The position peaked at $25K in Q1 2016. 206 funds tracked by Wall St. Rank hold IYW as of Q2 2016.

Butensky & Cohen Financial Security reported no remaining iShares US Technology ETF position as of Q2 2016 after selling out during the quarter.
Butensky & Cohen Financial Security sold 940 iShares US Technology ETF shares in Q2 2016, an estimated $25K.
Butensky & Cohen Financial Security first reported a position in iShares US Technology ETF in Q4 2014 and held it in 6 quarters.
Butensky & Cohen Financial Security's iShares US Technology ETF position peaked at $25K in Q1 2016.
206 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2016.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2016, filed 25 Jul 2016.