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

Harfst & 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
2017
Q3 		– Sell
-96
Closed -$3K – 148
2017
Q2 		$3K Hold
96
– – ﹤0.01% 220
2017
Q1 		$3K Buy
+96
New +$3.12K ﹤0.01% 263

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harfst & Associates's IYW Position: Q3 2017 in Review

Harfst & Associates sold out of iShares US Technology ETF (IYW) in Q3 2017, closing a stake of 96 shares — an estimated $3K sold.

Harfst & Associates first reported a position in IYW in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 275 funds tracked by Wall St. Rank hold IYW as of Q3 2017.

  • Harfst & Associates reported no remaining iShares US Technology ETF position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 96 iShares US Technology ETF shares in Q3 2017, an estimated $3K.
  • Harfst & Associates first reported a position in iShares US Technology ETF in Q1 2017 and held it in 2 quarters.
  • Harfst & Associates's iShares US Technology ETF position peaked at $3K in Q2 2017.
  • 275 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.