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

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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Focused Wealth Management's IYW Position: Q2 2018 in Review

Focused Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2018, closing a stake of 400 shares — an estimated $17K sold.

Focused Wealth Management first reported a position in IYW in Q4 2013 and held it in 18 quarters. The position peaked at $39K in Q4 2017. 327 funds tracked by Wall St. Rank hold IYW as of Q2 2018.

Focused Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2018 after selling out during the quarter.
Focused Wealth Management sold 400 iShares US Technology ETF shares in Q2 2018, an estimated $17K.
Focused Wealth Management first reported a position in iShares US Technology ETF in Q4 2013 and held it in 18 quarters.
Focused Wealth Management's iShares US Technology ETF position peaked at $39K in Q4 2017.
327 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2018.

Based on Focused Wealth Management's 13F filing for Q2 2018, filed 15 Aug 2018.