JOYN Advisors’s iShares US Technology ETF IYW Stock Holding History

JOYN 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
2019 Q1	–	Sell	-24	Closed	-$1K	–	751
2018 Q4	$1K	Hold	24	–	–	﹤0.01%	1643
2018 Q3	$1K	Hold	24	–	–	﹤0.01%	1615
2018 Q2	$1K	Buy	+24	New	+$1.06K	﹤0.01%	1597
2013 Q2	–	Hold	0	–	–	–	35

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

JOYN Advisors's IYW Position: Q1 2019 in Review

JOYN Advisors sold out of iShares US Technology ETF (IYW) in Q1 2019, closing a stake of 24 shares — an estimated $1K sold.

JOYN Advisors first reported a position in IYW in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 370 funds tracked by Wall St. Rank hold IYW as of Q1 2019.

JOYN Advisors reported no remaining iShares US Technology ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 24 iShares US Technology ETF shares in Q1 2019, an estimated $1K.
JOYN Advisors first reported a position in iShares US Technology ETF in Q2 2018 and held it in 3 quarters.
JOYN Advisors's iShares US Technology ETF position peaked at $1K in Q4 2018.
370 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.