HL Financial Services’s iShares US Technology ETF IYW Stock Holding History

HL Financial Services’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	$427K	Sell	8,968 -1,020	-10%	-$45.4K	0.01%	541
2018 Q4	$399K	Sell	9,988 -4,420	-31%	-$191K	0.01%	544
2018 Q3	$699K	Buy	14,408 +6,720	+87%	+$318K	0.01%	456
2018 Q2	$343K	Sell	7,688 -744	-9%	-$32.9K	0.01%	557
2018 Q1	$355K	Buy	+8,432	New	+$363K	0.01%	554
2017 Q4	–	Sell	-7,412	Closed	-$278K	–	671
2017 Q3	$278K	Hold	7,412	–	–	0.01%	591
2017 Q2	$259K	Hold	7,412	–	–	0.01%	607
2017 Q1	$250K	Hold	7,412	–	–	0.01%	601
2016 Q4	$223K	Buy	+7,412	New	+$221K	﹤0.01%	621
2014 Q1	–	Sell	-154,912	Closed	-$3.42M	–	661
2013 Q4	$3.42M	Buy	154,912 +2,768	+2%	+$57.6K	0.1%	125
2013 Q3	$3M	Buy	152,144 +41,016	+37%	+$797K	0.11%	121
2013 Q2	$2.05M	Buy	+111,128	New	+$2.06M	0.08%	160

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HL Financial Services's IYW Position: Q1 2019 in Review

HL Financial Services reduced its iShares US Technology ETF (IYW) stake by 10% in Q1 2019, selling an estimated $45.4K and leaving 8,968 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #541.

HL Financial Services first reported a position in IYW in Q2 2013 and has held it in 12 quarters since. The position peaked at $3.42M in Q4 2013. 370 funds tracked by Wall St. Rank hold IYW as of Q1 2019.

HL Financial Services held 8,968 shares of iShares US Technology ETF worth $427K as of Q1 2019.
HL Financial Services sold 1,020 iShares US Technology ETF shares in Q1 2019, an estimated $45.4K.
iShares US Technology ETF made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #541 holding.
HL Financial Services first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 12 quarters since.
HL Financial Services's iShares US Technology ETF position peaked at $3.42M in Q4 2013.
370 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.