CFM Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

CFM Wealth Partners’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
2020 Q3	–	Sell	-216	Closed	-$14K	–	318
2020 Q2	$14K	Hold	216	–	–	0.01%	380
2020 Q1	$11K	Hold	216	–	–	0.01%	424
2019 Q4	$13K	Buy	+216	New	+$11.7K	﹤0.01%	395

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

Goldman Sachs New York $1.15T AUM 47.82% 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

RIG

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

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

PAG

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

CFM Wealth Partners's IYW Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares US Technology ETF (IYW) in Q3 2020, closing a stake of 216 shares — an estimated $14K sold.

CFM Wealth Partners first reported a position in IYW in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q2 2020. 501 funds tracked by Wall St. Rank hold IYW as of Q3 2020.

CFM Wealth Partners reported no remaining iShares US Technology ETF position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 216 iShares US Technology ETF shares in Q3 2020, an estimated $14K.
CFM Wealth Partners first reported a position in iShares US Technology ETF in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's iShares US Technology ETF position peaked at $14K in Q2 2020.
501 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.