Iron Gate Global Advisors’s iShares US Technology ETF IYW Stock Holding History

Iron Gate Global 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
2018 Q4	–	Sell	-412	Closed	-$17K	–	152
2018 Q3	$17K	Hold	412	–	–	0.01%	152
2018 Q2	$18K	Buy	+412	New	+$18.2K	0.01%	126

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Iron Gate Global Advisors's IYW Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of iShares US Technology ETF (IYW) in Q4 2018, closing a stake of 412 shares — an estimated $17K sold.

Iron Gate Global Advisors first reported a position in IYW in Q2 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2018. 341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

Iron Gate Global Advisors reported no remaining iShares US Technology ETF position as of Q4 2018 after selling out during the quarter.
Iron Gate Global Advisors sold 412 iShares US Technology ETF shares in Q4 2018, an estimated $17K.
Iron Gate Global Advisors first reported a position in iShares US Technology ETF in Q2 2018 and held it in 2 quarters.
Iron Gate Global Advisors's iShares US Technology ETF position peaked at $18K in Q2 2018.
341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.