JWM
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Jeppson Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Jeppson Wealth Management’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
Q4 		– Sell
-40
Closed -$3K – 285
2020
Q3 		$3K Buy
+40
New +$2.92K ﹤0.01% 464

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jeppson Wealth Management's IYW Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares US Technology ETF (IYW) in Q4 2020, closing a stake of 40 shares — an estimated $3K sold.

Jeppson Wealth Management first reported a position in IYW in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 563 funds tracked by Wall St. Rank hold IYW as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares US Technology ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 40 iShares US Technology ETF shares in Q4 2020, an estimated $3K.
  • Jeppson Wealth Management first reported a position in iShares US Technology ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares US Technology ETF position peaked at $3K in Q3 2020.
  • 563 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.