GWA
IYW icon

Genesis Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$5.23K Hold
200
– – ﹤0.01% 407
2015
Q1 		$5.22K Hold
200
– – ﹤0.01% 385
2014
Q4 		$5.43K Buy
+200
New +$5.1K ﹤0.01% 416

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Genesis Wealth Advisors's IYW Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2015 at 200 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Genesis Wealth Advisors first reported a position in IYW in Q4 2014 and has held it in 3 quarters since. The position peaked at $5.43K in Q4 2014. 229 funds tracked by Wall St. Rank hold IYW as of Q2 2015.

  • Genesis Wealth Advisors held 200 shares of iShares US Technology ETF worth $5.23K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares US Technology ETF share count unchanged in Q2 2015.
  • iShares US Technology ETF made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #407 holding.
  • Genesis Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares US Technology ETF position peaked at $5.43K in Q4 2014.
  • 229 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.