Integer Wealth Advisors Group’s iShares US Technology ETF IYW Stock Holding History

Integer Wealth Advisors Group’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
2021 Q1	$846K	Hold	9,000	–	–	0.46%	35
2020 Q4	$746K	Hold	9,000	–	–	0.49%	38
2020 Q3	$677K	Sell	9,000 -300	-3%	-$21.9K	0.62%	33
2020 Q2	$656K	Hold	9,300	–	–	0.67%	30
2020 Q1	$566K	Sell	9,300 -224	-2%	-$13K	0.64%	32
2019 Q4	$599K	Buy	+9,524	New	+$518K	0.59%	36

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Integer Wealth Advisors Group's IYW Position: Q1 2021 in Review

Integer Wealth Advisors Group held its iShares US Technology ETF (IYW) position steady in Q1 2021 at 9,000 shares worth $846K. The position accounts for 0.46% of the portfolio, ranked #35.

Integer Wealth Advisors Group first reported a position in IYW in Q4 2019 and has held it in 6 quarters since. 551 funds tracked by Wall St. Rank hold IYW as of Q1 2021.

Integer Wealth Advisors Group held 9,000 shares of iShares US Technology ETF worth $846K as of Q1 2021.
Integer Wealth Advisors Group left its iShares US Technology ETF share count unchanged in Q1 2021.
iShares US Technology ETF made up 0.46% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #35 holding.
Integer Wealth Advisors Group first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 6 quarters since.
551 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.