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Girard Securities’s iShares US Technology ETF IYW Stock Holding History

Girard Securities’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
2016
Q1 		– Sell
-8,120
Closed -$217K – 165
2015
Q4 		$217K Buy
+8,120
New +$219K 0.22% 127

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Girard Securities's IYW Position: Q1 2016 in Review

Girard Securities sold out of iShares US Technology ETF (IYW) in Q1 2016, closing a stake of 8,120 shares — an estimated $217K sold.

Girard Securities first reported a position in IYW in Q4 2015 and held it in 1 quarter. The position peaked at $217K in Q4 2015. 216 funds tracked by Wall St. Rank hold IYW as of Q1 2016.

  • Girard Securities reported no remaining iShares US Technology ETF position as of Q1 2016 after selling out during the quarter.
  • Girard Securities sold 8,120 iShares US Technology ETF shares in Q1 2016, an estimated $217K.
  • Girard Securities first reported a position in iShares US Technology ETF in Q4 2015 and held it in 1 quarter.
  • Girard Securities's iShares US Technology ETF position peaked at $217K in Q4 2015.
  • 216 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2016.

Based on Girard Securities's 13F filing for Q1 2016, filed 12 May 2016.