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James Investment Research’s iShares US Technology ETF IYW Stock Holding History

James Investment Research’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
2014
Q1 		– Sell
-5,228
Closed -$116K – 535
2013
Q4 		$116K Buy
+5,228
New +$109K ﹤0.01% 336

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

James Investment Research's IYW Position: Q1 2014 in Review

James Investment Research sold out of iShares US Technology ETF (IYW) in Q1 2014, closing a stake of 5,228 shares — an estimated $116K sold.

James Investment Research first reported a position in IYW in Q4 2013 and held it in 1 quarter. The position peaked at $116K in Q4 2013. 194 funds tracked by Wall St. Rank hold IYW as of Q1 2014.

  • James Investment Research reported no remaining iShares US Technology ETF position as of Q1 2014 after selling out during the quarter.
  • James Investment Research sold 5,228 iShares US Technology ETF shares in Q1 2014, an estimated $116K.
  • James Investment Research first reported a position in iShares US Technology ETF in Q4 2013 and held it in 1 quarter.
  • James Investment Research's iShares US Technology ETF position peaked at $116K in Q4 2013.
  • 194 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2014.

Based on James Investment Research's 13F filing for Q1 2014, filed 24 Apr 2014.