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Gupta Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Gupta 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
2016
Q1 		$43K Sell
1,600
-2,400
-60% -$60.6K 0.01% 462
2015
Q4 		$107K Buy
4,000
+2,400
+150% +$64.7K 0.03% 313
2015
Q3 		$40K Hold
1,600
– – 0.01% 493
2015
Q2 		$42K Hold
1,600
– – 0.01% 505
2015
Q1 		$42K Buy
+1,600
New +$42K 0.01% 433

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's IYW Position: Q1 2016 in Review

Gupta Wealth Management reduced its iShares US Technology ETF (IYW) stake by 60% in Q1 2016, selling an estimated $60.6K and leaving 1,600 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #462.

Gupta Wealth Management first reported a position in IYW in Q1 2015 and has held it in 5 quarters since. The position peaked at $107K in Q4 2015. 217 funds tracked by Wall St. Rank hold IYW as of Q1 2016.

  • Gupta Wealth Management held 1,600 shares of iShares US Technology ETF worth $43K as of Q1 2016.
  • Gupta Wealth Management sold 2,400 iShares US Technology ETF shares in Q1 2016, an estimated $60.6K.
  • iShares US Technology ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #462 holding.
  • Gupta Wealth Management first reported a position in iShares US Technology ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares US Technology ETF position peaked at $107K in Q4 2015.
  • 217 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.