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Donoghue Forlines’s iShares US Technology ETF IYW Stock Holding History

Donoghue Forlines’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
Q1 		– Sell
-218,104
Closed -$8.88M – 170
2017
Q4 		$8.88M Buy
+218,104
New +$8.74M 0.67% 62

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Donoghue Forlines's IYW Position: Q1 2018 in Review

Donoghue Forlines sold out of iShares US Technology ETF (IYW) in Q1 2018, closing a stake of 218,104 shares — an estimated $8.88M sold.

Donoghue Forlines first reported a position in IYW in Q4 2017 and held it in 1 quarter. The position peaked at $8.88M in Q4 2017. 333 funds tracked by Wall St. Rank hold IYW as of Q1 2018.

  • Donoghue Forlines reported no remaining iShares US Technology ETF position as of Q1 2018 after selling out during the quarter.
  • Donoghue Forlines sold 218,104 iShares US Technology ETF shares in Q1 2018, an estimated $8.88M.
  • Donoghue Forlines first reported a position in iShares US Technology ETF in Q4 2017 and held it in 1 quarter.
  • Donoghue Forlines's iShares US Technology ETF position peaked at $8.88M in Q4 2017.
  • 333 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2018.

Based on Donoghue Forlines's 13F filing for Q1 2018, filed 3 May 2018.