FormulaFolio Investments’s iShares US Technology ETF IYW Stock Holding History

FormulaFolio Investments’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
2021 Q1	–	Sell	-85,907	Closed	-$7.31M	–	642
2020 Q4	$7.31M	Buy	85,907 +82,295	+2,278%	+$6.58M	0.15%	112
2020 Q3	$272K	Buy	+3,612	New	+$264K	0.01%	266
2015 Q1	–	Sell	-16,220	Closed	-$423K	–	96
2014 Q4	$423K	Buy	+16,220	New	+$414K	0.16%	51

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FormulaFolio Investments's IYW Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares US Technology ETF (IYW) in Q1 2021, closing a stake of 85,907 shares — an estimated $7.31M sold.

FormulaFolio Investments first reported a position in IYW in Q4 2014 and held it in 3 quarters. The position peaked at $7.31M in Q4 2020. 551 funds tracked by Wall St. Rank hold IYW as of Q1 2021.

FormulaFolio Investments reported no remaining iShares US Technology ETF position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 85,907 iShares US Technology ETF shares in Q1 2021, an estimated $7.31M.
FormulaFolio Investments first reported a position in iShares US Technology ETF in Q4 2014 and held it in 3 quarters.
FormulaFolio Investments's iShares US Technology ETF position peaked at $7.31M in Q4 2020.
551 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.