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

Mascoma 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
2019 Q3	–	Sell	-100	Closed	-$5K	–	222
2019 Q2	$5K	Buy	100 +20	+25%	+$978	﹤0.01%	295
2019 Q1	$4K	Hold	80	–	–	﹤0.01%	316
2018 Q4	$3K	Hold	80	–	–	﹤0.01%	323
2018 Q3	$4K	Hold	80	–	–	﹤0.01%	338
2018 Q2	$4K	Hold	80	–	–	﹤0.01%	330
2018 Q1	$3K	Hold	80	–	–	﹤0.01%	332
2017 Q4	$3K	Sell	80 -660	-89%	-$26.4K	﹤0.01%	327
2017 Q3	$28K	Hold	740	–	–	0.02%	195
2017 Q2	$26K	Hold	740	–	–	0.02%	208
2017 Q1	$25K	Hold	740	–	–	0.02%	195
2016 Q4	$22K	Buy	+740	New	+$22.1K	0.02%	203

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

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

Mascoma Wealth Management's IYW Position: Q3 2019 in Review

Mascoma Wealth Management sold out of iShares US Technology ETF (IYW) in Q3 2019, closing a stake of 100 shares — an estimated $5K sold.

Mascoma Wealth Management first reported a position in IYW in Q4 2016 and held it in 11 quarters. The position peaked at $28K in Q3 2017. 374 funds tracked by Wall St. Rank hold IYW as of Q3 2019.

Mascoma Wealth Management reported no remaining iShares US Technology ETF position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 100 iShares US Technology ETF shares in Q3 2019, an estimated $5K.
Mascoma Wealth Management first reported a position in iShares US Technology ETF in Q4 2016 and held it in 11 quarters.
Mascoma Wealth Management's iShares US Technology ETF position peaked at $28K in Q3 2017.
374 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.