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

LBA 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
2017 Q1	$171K	Sell	5,060 -1,200	-19%	-$39K	0.09%	112
2016 Q4	$188K	Sell	6,260 -1,200	-16%	-$35.8K	0.1%	107
2016 Q3	$222K	Hold	7,460	–	–	0.13%	104
2016 Q2	$196K	Hold	7,460	–	–	0.11%	108
2016 Q1	$202K	Sell	7,460 -920	-11%	-$23.2K	0.12%	107
2015 Q4	$224K	Sell	8,380 -1,000	-11%	-$27K	0.13%	110
2015 Q3	$232K	Hold	9,380	–	–	0.15%	99
2015 Q2	$245K	Hold	9,380	–	–	0.15%	93
2015 Q1	$246K	Sell	9,380 -940	-9%	-$24.7K	0.16%	94
2014 Q4	$269K	Sell	10,320 -800	-7%	-$20.4K	0.18%	84
2014 Q3	$280K	Sell	11,120 -1,300	-10%	-$32.5K	0.19%	63
2014 Q2	$301K	Hold	12,420	–	–	0.25%	61
2014 Q1	$283K	Hold	12,420	–	–	0.23%	65
2013 Q4	$275K	Buy	+12,420	New	+$259K	0.23%	64

Other funds holding IYW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LBA Wealth Management's IYW Position: Q1 2017 in Review

LBA Wealth Management reduced its iShares US Technology ETF (IYW) stake by 19% in Q1 2017, selling an estimated $39K and leaving 5,060 shares worth $171K. The position accounts for 0.09% of the portfolio, ranked #112.

LBA Wealth Management first reported a position in IYW in Q4 2013 and has held it in 14 quarters since. The position peaked at $301K in Q2 2014. 253 funds tracked by Wall St. Rank hold IYW as of Q1 2017.

LBA Wealth Management held 5,060 shares of iShares US Technology ETF worth $171K as of Q1 2017.
LBA Wealth Management sold 1,200 iShares US Technology ETF shares in Q1 2017, an estimated $39K.
iShares US Technology ETF made up 0.09% of LBA Wealth Management's portfolio in Q1 2017, its #112 holding.
LBA Wealth Management first reported a position in iShares US Technology ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares US Technology ETF position peaked at $301K in Q2 2014.
253 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.