Clear Perspective Advisors’s iShares US Technology ETF IYW Stock Holding History

Clear Perspective 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
2019 Q3	–	Sell	-1,200	Closed	-$59K	–	172
2019 Q2	$59K	Buy	+1,200	New	+$58.7K	0.04%	175
2018 Q3	–	Sell	-1,600	Closed	-$71K	–	289
2018 Q2	$71K	Hold	1,600	–	–	0.05%	222
2018 Q1	$67K	Hold	1,600	–	–	0.05%	220
2017 Q4	$65K	Hold	1,600	–	–	0.05%	217
2017 Q3	$60K	Hold	1,600	–	–	0.05%	220
2017 Q2	$56K	Buy	1,600 +500	+45%	+$17.5K	0.05%	209
2017 Q1	$37K	Hold	1,100	–	–	0.02%	233
2016 Q4	$33K	Buy	+1,100	New	+$32.8K	0.02%	235

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return