Clarfeld Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

Clarfeld Financial 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
2018 Q4	$38K	Buy	+940	New	+$40.7K	0.03%	119

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

RJA

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

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

Clarfeld Financial Advisors's IYW Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares US Technology ETF (IYW) in Q4 2018: 940 shares worth $38K. The stake represents 0.03% of the portfolio and ranks #119 among its holdings.

341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

Clarfeld Financial Advisors held 940 shares of iShares US Technology ETF worth $38K as of Q4 2018.
iShares US Technology ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares US Technology ETF made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #119 holding.
341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.