MYCIO Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-6,772	Closed	-$394K	–	224
2019 Q4	$394K	Hold	6,772	–	–	0.03%	224
2019 Q3	$346K	Hold	6,772	–	–	0.03%	225
2019 Q2	$335K	Hold	6,772	–	–	0.03%	220
2019 Q1	$323K	Sell	6,772 -564	-8%	-$25.1K	0.03%	209
2018 Q4	$293K	Buy	+7,336	New	+$318K	0.03%	206
2016 Q4	–	Sell	-552	Closed	-$16K	–	442
2016 Q3	$16K	Hold	552	–	–	﹤0.01%	503
2016 Q2	$15K	Buy	552 +4	+0.7%	+$106	﹤0.01%	500
2016 Q1	$15K	Buy	548 +4	+0.7%	+$101	﹤0.01%	472
2015 Q4	$15K	Hold	544	–	–	﹤0.01%	475
2015 Q3	$13K	Hold	544	–	–	﹤0.01%	523
2015 Q2	$14K	Buy	544 +4	+0.7%	+$108	﹤0.01%	476
2015 Q1	$14K	Hold	540	–	–	﹤0.01%	446
2014 Q4	$14K	Buy	540 +4	+0.7%	+$102	﹤0.01%	430
2014 Q3	$14K	Hold	536	–	–	﹤0.01%	416
2014 Q2	$13K	Hold	536	–	–	﹤0.01%	436
2014 Q1	$12K	Hold	536	–	–	﹤0.01%	446
2013 Q4	$12K	Buy	536 +4	+0.8%	+$83	﹤0.01%	423
2013 Q3	$10K	Buy	532 +4	+0.8%	+$78	﹤0.01%	408
2013 Q2	$10K	Buy	+528	New	+$9.81K	﹤0.01%	418

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

RIG

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

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

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

MYCIO Wealth Partners's IYW Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares US Technology ETF (IYW) in Q1 2020, closing a stake of 6,772 shares — an estimated $394K sold.

MYCIO Wealth Partners first reported a position in IYW in Q2 2013 and held it in 19 quarters. The position peaked at $394K in Q4 2019. 422 funds tracked by Wall St. Rank hold IYW as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares US Technology ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 6,772 iShares US Technology ETF shares in Q1 2020, an estimated $394K.
MYCIO Wealth Partners first reported a position in iShares US Technology ETF in Q2 2013 and held it in 19 quarters.
MYCIO Wealth Partners's iShares US Technology ETF position peaked at $394K in Q4 2019.
422 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.