FundX Investment Group’s iShares US Technology ETF IYW Stock Holding History

FundX Investment 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
2021 Q2	–	Sell	-3,820	Closed	-$335K	–	43
2021 Q1	$335K	Sell	3,820 -18,085	-83%	-$1.58M	0.19%	34
2020 Q4	$1.86M	Sell	21,905 -19,091	-47%	-$1.53M	0.78%	20
2020 Q3	$3.09M	Buy	40,996 +8,440	+26%	+$616K	1.19%	17
2020 Q2	$2.2M	Sell	32,556 -20	-0.1%	-$1.21K	0.93%	21
2020 Q1	$1.67M	Buy	32,576 +5,884	+22%	+$341K	0.61%	20
2019 Q4	$1.55M	Buy	+26,692	New	+$1.45M	0.42%	31
2015 Q1	–	Sell	-121,600	Closed	-$3.17M	–	26
2014 Q4	$3.17M	Buy	+121,600	New	+$3.1M	0.95%	14

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $304B AUM 35.64% 1-Year Est. Return

FundX Investment Group's IYW Position: Q2 2021 in Review

FundX Investment Group sold out of iShares US Technology ETF (IYW) in Q2 2021, closing a stake of 3,820 shares — an estimated $335K sold.

FundX Investment Group first reported a position in IYW in Q4 2014 and held it in 7 quarters. The position peaked at $3.17M in Q4 2014. 565 funds tracked by Wall St. Rank hold IYW as of Q2 2021.

FundX Investment Group reported no remaining iShares US Technology ETF position as of Q2 2021 after selling out during the quarter.
FundX Investment Group sold 3,820 iShares US Technology ETF shares in Q2 2021, an estimated $335K.
FundX Investment Group first reported a position in iShares US Technology ETF in Q4 2014 and held it in 7 quarters.
FundX Investment Group's iShares US Technology ETF position peaked at $3.17M in Q4 2014.
565 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2021.

Based on FundX Investment Group's 13F filing for Q2 2021, filed 27 Jul 2021.