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Destination Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Destination Wealth Management’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
-420
Closed -$21K – 323
2019
Q2 		$21K Sell
420
-400
-49% -$19.6K ﹤0.01% 377
2019
Q1 		$39K Buy
820
+400
+95% +$17.8K ﹤0.01% 300
2018
Q4 		$17K Hold
420
– – ﹤0.01% 367
2018
Q3 		$20K Buy
+420
New +$19.9K ﹤0.01% 399

Other funds holding IYW

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
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
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

Destination Wealth Management's IYW Position: Q3 2019 in Review

Destination Wealth Management sold out of iShares US Technology ETF (IYW) in Q3 2019, closing a stake of 420 shares — an estimated $21K sold.

Destination Wealth Management first reported a position in IYW in Q3 2018 and held it in 4 quarters. The position peaked at $39K in Q1 2019. 374 funds tracked by Wall St. Rank hold IYW as of Q3 2019.

  • Destination Wealth Management reported no remaining iShares US Technology ETF position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 420 iShares US Technology ETF shares in Q3 2019, an estimated $21K.
  • Destination Wealth Management first reported a position in iShares US Technology ETF in Q3 2018 and held it in 4 quarters.
  • Destination Wealth Management's iShares US Technology ETF position peaked at $39K in Q1 2019.
  • 374 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.