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Disciplined Investments’s iShares US Technology ETF IYW Stock Holding History

Disciplined Investments’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
Q1 		– Sell
-104
Closed -$6K – 448
2019
Q4 		$6K Buy
+104
New +$5.66K 0.01% 324

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Disciplined Investments's IYW Position: Q1 2020 in Review

Disciplined Investments sold out of iShares US Technology ETF (IYW) in Q1 2020, closing a stake of 104 shares — an estimated $6K sold.

Disciplined Investments first reported a position in IYW in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 423 funds tracked by Wall St. Rank hold IYW as of Q1 2020.

  • Disciplined Investments reported no remaining iShares US Technology ETF position as of Q1 2020 after selling out during the quarter.
  • Disciplined Investments sold 104 iShares US Technology ETF shares in Q1 2020, an estimated $6K.
  • Disciplined Investments first reported a position in iShares US Technology ETF in Q4 2019 and held it in 1 quarter.
  • Disciplined Investments's iShares US Technology ETF position peaked at $6K in Q4 2019.
  • 423 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2020.

Based on Disciplined Investments's 13F filing for Q1 2020, filed 19 May 2020.