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Independence Advisors’s iShares US Technology ETF IYW Stock Holding History

Independence Advisors’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
Q3 		$15K Sell
196
-200
-51% -$14.6K ﹤0.01% 146
2020
Q2 		$27K Sell
396
-1,496
-79% -$90.3K 0.01% 134
2020
Q1 		$97K Hold
1,892
– – 0.03% 93
2019
Q4 		$110K Buy
+1,892
New +$103K 0.03% 104

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Independence Advisors's IYW Position: Q3 2020 in Review

Independence Advisors reduced its iShares US Technology ETF (IYW) stake by 51% in Q3 2020, selling an estimated $14.6K and leaving 196 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Independence Advisors first reported a position in IYW in Q4 2019 and has held it in 4 quarters since. The position peaked at $110K in Q4 2019. 502 funds tracked by Wall St. Rank hold IYW as of Q3 2020.

  • Independence Advisors held 196 shares of iShares US Technology ETF worth $15K as of Q3 2020.
  • Independence Advisors sold 200 iShares US Technology ETF shares in Q3 2020, an estimated $14.6K.
  • iShares US Technology ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #146 holding.
  • Independence Advisors first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's iShares US Technology ETF position peaked at $110K in Q4 2019.
  • 502 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.