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Investment Centers of America’s iShares US Technology ETF IYW Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-37,564
Closed -$1.41M – 257
2017
Q3 		$1.41M Buy
37,564
+1,528
+4% +$56K 0.1% 175
2017
Q2 		$1.26M Buy
36,036
+624
+2% +$21.9K 0.1% 188
2017
Q1 		$1.2M Sell
35,412
-3,020
-8% -$98K 0.09% 200
2016
Q4 		$1.15M Buy
38,432
+3,876
+11% +$116K 0.1% 191
2016
Q3 		$1.03M Buy
34,556
+800
+2% +$22.9K 0.11% 176
2016
Q2 		$893K Buy
33,756
+652
+2% +$17.2K 0.1% 189
2016
Q1 		$901K Buy
33,104
+1,724
+5% +$43.5K 0.1% 195
2015
Q4 		$841K Sell
31,380
-68
-0.2% -$1.83K 0.11% 183
2015
Q3 		$780K Buy
31,448
+564
+2% +$14.6K 0.12% 180
2015
Q2 		$806K Buy
30,884
+508
+2% +$13.7K 0.12% 178
2015
Q1 		$795K Buy
30,376
+4,872
+19% +$128K 0.12% 179
2014
Q4 		$662K Buy
25,504
+1,452
+6% +$37K 0.14% 163
2014
Q3 		$605K Buy
24,052
+2,376
+11% +$59.4K 0.11% 196
2014
Q2 		$524K Sell
21,676
-100,784
-82% -$2.33M 0.12% 176
2014
Q1 		$2.42M Buy
+122,460
New +$2.73M 0.5% 54
2013
Q4 		– Sell
-122,460
Closed -$2.42M – 302
2013
Q3 		$2.42M Buy
122,460
+6,264
+5% +$122K 0.49% 55
2013
Q2 		$2.13M Buy
+116,196
New +$2.16M 0.59% 50

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
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 $58.2B AUM 22.78% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investment Centers of America's IYW Position: Q4 2017 in Review

Investment Centers of America sold out of iShares US Technology ETF (IYW) in Q4 2017, closing a stake of 37,564 shares — an estimated $1.41M sold.

Investment Centers of America first reported a position in IYW in Q2 2013 and held it in 17 quarters. The position peaked at $2.42M in Q1 2014. 314 funds tracked by Wall St. Rank hold IYW as of Q4 2017.

  • Investment Centers of America reported no remaining iShares US Technology ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 37,564 iShares US Technology ETF shares in Q4 2017, an estimated $1.41M.
  • Investment Centers of America first reported a position in iShares US Technology ETF in Q2 2013 and held it in 17 quarters.
  • Investment Centers of America's iShares US Technology ETF position peaked at $2.42M in Q1 2014.
  • 314 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.