Howard Capital Management (New York)’s iShares US Technology ETF IYW Stock Holding History

Howard Capital Management (New York)’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
2020 Q4	$19.3M	Sell	227,268 -16,764	-7%	-$1.34M	2.17%	23
2020 Q3	$18.4M	Sell	244,032 -164	-0.1%	-$12K	2.32%	19
2020 Q2	$16.5M	Sell	244,196 -12,712	-5%	-$767K	2.19%	19
2020 Q1	$13.1M	Sell	256,908 -6,916	-3%	-$401K	2.24%	18
2019 Q4	$15.3M	Sell	263,824 -8,080	-3%	-$440K	1.92%	22
2019 Q3	$13.9M	Sell	271,904 -6,756	-2%	-$343K	1.98%	21
2019 Q2	$13.8M	Sell	278,660 -5,412	-2%	-$265K	1.88%	24
2019 Q1	$13.5M	Sell	284,072 -70,676	-20%	-$3.14M	1.91%	23
2018 Q4	$14.2M	Sell	354,748 -9,796	-3%	-$424K	2.34%	15
2018 Q3	$17.7M	Sell	364,544 -27,256	-7%	-$1.29M	2.36%	11
2018 Q2	$17.5M	Sell	391,800 -21,960	-5%	-$971K	2.51%	10
2018 Q1	$17.4M	Buy	413,760 +8,624	+2%	+$371K	2.53%	10
2017 Q4	$16.5M	Buy	405,136 +1,540	+0.4%	+$61.7K	2.42%	12
2017 Q3	$15.1M	Buy	403,596 +5,944	+1%	+$218K	2.33%	15
2017 Q2	$13.9M	Buy	397,652 +6,960	+2%	+$244K	2.18%	18
2017 Q1	$13.2M	Sell	390,692 -57,616	-13%	-$1.87M	2.2%	20
2016 Q4	$13.5M	Buy	448,308 +6,160	+1%	+$184K	2.39%	15
2016 Q3	$13.2M	Buy	442,148 +3,744	+0.9%	+$107K	2.39%	15
2016 Q2	$11.5M	Sell	438,404 -12,736	-3%	-$336K	2.22%	17
2016 Q1	$12.2M	Buy	451,140 +85,224	+23%	+$2.15M	2.4%	16
2015 Q4	$9.79M	Buy	365,916 +12,744	+4%	+$344K	1.92%	21
2015 Q3	$8.73M	Buy	353,172 +9,520	+3%	+$246K	1.78%	26
2015 Q2	$8.99M	Buy	343,652 +2,980	+0.9%	+$80.4K	1.71%	24
2015 Q1	$8.94M	Sell	340,672 -2,684	-0.8%	-$70.5K	1.72%	26
2014 Q4	$8.96M	Buy	343,356 +13,564	+4%	+$346K	1.72%	26
2014 Q3	$8.31M	Sell	329,792 -9,576	-3%	-$239K	1.66%	27
2014 Q2	$8.22M	Sell	339,368 -14,172	-4%	-$327K	1.62%	31
2014 Q1	$8.05M	Buy	353,540 +16,144	+5%	+$360K	1.59%	30
2013 Q4	$7.46M	Buy	337,396 +4,552	+1%	+$94.8K	1.53%	32
2013 Q3	$6.56M	Sell	332,844 -7,496	-2%	-$146K	1.6%	31
2013 Q2	$6.26M	Buy	+340,340	New	+$6.32M	1.64%	27

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

Howard Capital Management (New York)'s IYW Position: Q4 2020 in Review

Howard Capital Management (New York) reduced its iShares US Technology ETF (IYW) stake by 6.9% in Q4 2020, selling an estimated $1.34M and leaving 227,268 shares worth $19.3M. The position accounts for 2.17% of the portfolio, ranked #23.

Howard Capital Management (New York) first reported a position in IYW in Q2 2013 and has held it in 31 quarters since. 563 funds tracked by Wall St. Rank hold IYW as of Q4 2020.

Howard Capital Management (New York) held 227,268 shares of iShares US Technology ETF worth $19.3M as of Q4 2020.
Howard Capital Management (New York) sold 16,764 iShares US Technology ETF shares in Q4 2020, an estimated $1.34M.
iShares US Technology ETF made up 2.17% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #23 holding.
Howard Capital Management (New York) first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 31 quarters since.
563 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.