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Financial Enhancement Group’s iShares US Technology ETF IYW Stock Holding History

Financial Enhancement Group’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
2016
Q2 		– Sell
-15,296
Closed -$415K – 47
2016
Q1 		$415K Buy
15,296
+652
+4% +$16.5K 0.27% 36
2015
Q4 		$392K Sell
14,644
-972
-6% -$26.2K 0.24% 37
2015
Q3 		$386K Sell
15,616
-1,992
-11% -$51.5K 0.25% 37
2015
Q2 		$461K Buy
+17,608
New +$475K 0.29% 37

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Enhancement Group's IYW Position: Q2 2016 in Review

Financial Enhancement Group sold out of iShares US Technology ETF (IYW) in Q2 2016, closing a stake of 15,296 shares — an estimated $415K sold.

Financial Enhancement Group first reported a position in IYW in Q2 2015 and held it in 4 quarters. The position peaked at $461K in Q2 2015. 206 funds tracked by Wall St. Rank hold IYW as of Q2 2016.

  • Financial Enhancement Group reported no remaining iShares US Technology ETF position as of Q2 2016 after selling out during the quarter.
  • Financial Enhancement Group sold 15,296 iShares US Technology ETF shares in Q2 2016, an estimated $415K.
  • Financial Enhancement Group first reported a position in iShares US Technology ETF in Q2 2015 and held it in 4 quarters.
  • Financial Enhancement Group's iShares US Technology ETF position peaked at $461K in Q2 2015.
  • 206 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2016.

Based on Financial Enhancement Group's 13F filing for Q2 2016, filed 27 Jul 2016.