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 $1.66T 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return