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

MinichMacGregor 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
2018 Q4	–	Sell	-488	Closed	-$23K	–	301
2018 Q3	$23K	Hold	488	–	–	0.02%	204
2018 Q2	$22K	Hold	488	–	–	0.02%	202
2018 Q1	$20K	Sell	488 -112	-19%	-$4.82K	0.02%	210
2017 Q4	$24K	Hold	600	–	–	0.02%	181
2017 Q3	$22K	Buy	600 +16	+3%	+$586	0.02%	188
2017 Q2	$20K	Hold	584	–	–	0.02%	192
2017 Q1	$19K	Hold	584	–	–	0.02%	193
2016 Q4	$17K	Buy	+584	New	+$17.4K	0.02%	193

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

PAG

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MinichMacGregor Wealth Management's IYW Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of iShares US Technology ETF (IYW) in Q4 2018, closing a stake of 488 shares — an estimated $23K sold.

MinichMacGregor Wealth Management first reported a position in IYW in Q4 2016 and held it in 8 quarters. The position peaked at $24K in Q4 2017. 341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining iShares US Technology ETF position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 488 iShares US Technology ETF shares in Q4 2018, an estimated $23K.
MinichMacGregor Wealth Management first reported a position in iShares US Technology ETF in Q4 2016 and held it in 8 quarters.
MinichMacGregor Wealth Management's iShares US Technology ETF position peaked at $24K in Q4 2017.
341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.