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 $1.89T 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

PAG

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

RIG

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

RJA

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

RJFSA

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

Clear Perspective Advisors's IYW Position: Q3 2019 in Review

Clear Perspective Advisors sold out of iShares US Technology ETF (IYW) in Q3 2019, closing a stake of 1,200 shares — an estimated $59K sold.

Clear Perspective Advisors first reported a position in IYW in Q4 2016 and held it in 8 quarters. The position peaked at $71K in Q2 2018. 374 funds tracked by Wall St. Rank hold IYW as of Q3 2019.

Clear Perspective Advisors reported no remaining iShares US Technology ETF position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 1,200 iShares US Technology ETF shares in Q3 2019, an estimated $59K.
Clear Perspective Advisors first reported a position in iShares US Technology ETF in Q4 2016 and held it in 8 quarters.
Clear Perspective Advisors's iShares US Technology ETF position peaked at $71K in Q2 2018.
374 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.