Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FWM
Focused Wealth Management’s
iShares US Technology ETF
IYW
Stock Holding History
Focused Wealth Management’s Portfolio
IYW Stock Details
IYW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-400
Closed
-$17K
–
704
2018
Q1
$17K
Sell
400
-560
-58%
-$24.1K
0.01%
405
2017
Q4
$39K
Hold
960
–
–
0.01%
322
2017
Q3
$36K
Hold
960
–
–
0.01%
280
2017
Q2
$34K
Hold
960
–
–
0.01%
324
2017
Q1
$32K
Hold
960
–
–
0.01%
326
2016
Q4
$29K
Hold
960
–
–
0.01%
333
2016
Q3
$29K
Hold
960
–
–
0.01%
326
2016
Q2
$25K
Hold
960
–
–
0.01%
325
2016
Q1
$26K
Hold
960
–
–
0.01%
270
2015
Q4
$26K
Buy
960
+120
+14%
+$3.23K
0.02%
292
2015
Q3
$21K
Hold
840
–
–
0.01%
292
2015
Q2
$22K
Hold
840
–
–
0.01%
296
2015
Q1
$22K
Buy
840
+400
+91%
+$10.5K
0.01%
308
2014
Q4
$11K
Hold
440
–
–
0.01%
405
2014
Q3
$11K
Hold
440
–
–
0.01%
416
2014
Q2
$11K
Hold
440
–
–
0.01%
406
2014
Q1
$10K
Hold
440
–
–
0.01%
398
2013
Q4
$10K
Buy
+440
New
+$9.16K
0.01%
399
Other funds holding IYW
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75.1B AUM
31.89%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close