First Allied Advisory Services’s iShares US Technology ETF IYW Stock Holding History

First Allied Advisory Services’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 Q3	$2.67M	Sell	35,432 -14,320	-29%	-$1.05M	0.09%	231
2020 Q2	$3.36M	Sell	49,752 -24,504	-33%	-$1.48M	0.12%	175
2020 Q1	$3.79M	Buy	74,256 +14,832	+25%	+$860K	0.16%	140
2019 Q4	$3.46M	Buy	59,424 +17,476	+42%	+$951K	0.12%	200
2019 Q3	$2.13M	Buy	41,948 +2,592	+7%	+$132K	0.08%	287
2019 Q2	$1.95M	Sell	39,356 -3,684	-9%	-$180K	0.07%	309
2019 Q1	$2.05M	Sell	43,040 -13,480	-24%	-$599K	0.07%	290
2018 Q4	$2.26M	Sell	56,520 -10,600	-16%	-$459K	0.09%	247
2018 Q3	$3.25M	Buy	67,120 +500	+0.8%	+$23.6K	0.11%	209
2018 Q2	$2.97M	Buy	66,620 +18,184	+38%	+$804K	0.11%	207
2018 Q1	$2.04M	Sell	48,436 -5,568	-10%	-$240K	0.08%	276
2017 Q4	$2.19M	Buy	54,004 +14,656	+37%	+$587K	0.09%	248
2017 Q3	$1.47M	Sell	39,348 -5,668	-13%	-$208K	0.06%	315
2017 Q2	$1.57M	Buy	45,016 +3,308	+8%	+$116K	0.07%	300
2017 Q1	$1.41M	Sell	41,708 -14,484	-26%	-$470K	0.07%	285
2016 Q4	$1.69M	Sell	56,192 -3,236	-5%	-$96.5K	0.09%	251
2016 Q3	$1.77M	Buy	59,428 +23,000	+63%	+$659K	0.09%	229
2016 Q2	$969K	Sell	36,428 -3,728	-9%	-$98.4K	0.05%	363
2016 Q1	$1.09M	Sell	40,156 -2,164	-5%	-$54.7K	0.06%	320
2015 Q4	$1.14M	Buy	42,320 +776	+2%	+$20.9K	0.06%	342
2015 Q3	$1.03M	Sell	41,544 -64,664	-61%	-$1.67M	0.06%	341
2015 Q2	$2.77M	Sell	106,208 -49,000	-32%	-$1.32M	0.12%	198
2015 Q1	$4.07M	Buy	155,208 +32,756	+27%	+$861K	0.27%	90
2014 Q4	$3.19M	Sell	122,452 -33,764	-22%	-$861K	0.23%	97
2014 Q3	$3.94M	Buy	156,216 +67,660	+76%	+$1.69M	0.31%	70
2014 Q2	$2.15M	Sell	88,556 -50,768	-36%	-$1.17M	0.16%	165
2014 Q1	$3.17M	Buy	139,324 +88,400	+174%	+$1.97M	0.24%	99
2013 Q4	$1.13M	Sell	50,924 -5,980	-11%	-$125K	0.09%	257
2013 Q3	$1.13M	Buy	56,904 +27,196	+92%	+$528K	0.07%	282
2013 Q2	$542K	Buy	+29,708	New	+$552K	0.04%	448

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

Goldman Sachs New York $1.15T AUM 47.82% 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PAG

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

First Allied Advisory Services's IYW Position: Q3 2020 in Review

First Allied Advisory Services reduced its iShares US Technology ETF (IYW) stake by 29% in Q3 2020, selling an estimated $1.05M and leaving 35,432 shares worth $2.67M. The position accounts for 0.09% of the portfolio, ranked #231.

First Allied Advisory Services first reported a position in IYW in Q2 2013 and has held it in 30 quarters since. The position peaked at $4.07M in Q1 2015. 501 funds tracked by Wall St. Rank hold IYW as of Q3 2020.

First Allied Advisory Services held 35,432 shares of iShares US Technology ETF worth $2.67M as of Q3 2020.
First Allied Advisory Services sold 14,320 iShares US Technology ETF shares in Q3 2020, an estimated $1.05M.
iShares US Technology ETF made up 0.09% of First Allied Advisory Services's portfolio in Q3 2020, its #231 holding.
First Allied Advisory Services first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's iShares US Technology ETF position peaked at $4.07M in Q1 2015.
501 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.