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GW Henssler & Associates’s iShares US Technology ETF IYW Stock Holding History

GW Henssler & Associates’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
2019
Q1 		– Sell
-6,532
Closed -$261K – 203
2018
Q4 		$261K Sell
6,532
-160
-2% -$6.93K 0.03% 114
2018
Q3 		$325K Buy
+6,692
New +$316K 0.03% 115

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GW Henssler & Associates's IYW Position: Q1 2019 in Review

GW Henssler & Associates sold out of iShares US Technology ETF (IYW) in Q1 2019, closing a stake of 6,532 shares — an estimated $261K sold.

GW Henssler & Associates first reported a position in IYW in Q3 2018 and held it in 2 quarters. The position peaked at $325K in Q3 2018. 370 funds tracked by Wall St. Rank hold IYW as of Q1 2019.

  • GW Henssler & Associates reported no remaining iShares US Technology ETF position as of Q1 2019 after selling out during the quarter.
  • GW Henssler & Associates sold 6,532 iShares US Technology ETF shares in Q1 2019, an estimated $261K.
  • GW Henssler & Associates first reported a position in iShares US Technology ETF in Q3 2018 and held it in 2 quarters.
  • GW Henssler & Associates's iShares US Technology ETF position peaked at $325K in Q3 2018.
  • 370 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2019.

Based on GW Henssler & Associates's 13F filing for Q1 2019, filed 15 May 2019.