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Kays Financial Advisory’s iShares US Technology ETF IYW Stock Holding History

Kays Financial Advisory’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
-35,312
Closed -$1.41M – 131
2018
Q4 		$1.41M Buy
+35,312
New +$1.53M 0.32% 52

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Kays Financial Advisory's IYW Position: Q1 2019 in Review

Kays Financial Advisory sold out of iShares US Technology ETF (IYW) in Q1 2019, closing a stake of 35,312 shares — an estimated $1.41M sold.

Kays Financial Advisory first reported a position in IYW in Q4 2018 and held it in 1 quarter. The position peaked at $1.41M in Q4 2018. 370 funds tracked by Wall St. Rank hold IYW as of Q1 2019.

  • Kays Financial Advisory reported no remaining iShares US Technology ETF position as of Q1 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 35,312 iShares US Technology ETF shares in Q1 2019, an estimated $1.41M.
  • Kays Financial Advisory first reported a position in iShares US Technology ETF in Q4 2018 and held it in 1 quarter.
  • Kays Financial Advisory's iShares US Technology ETF position peaked at $1.41M in Q4 2018.
  • 370 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2019.

Based on Kays Financial Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.