MWM
IYW icon

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
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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return