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Nachman Norwood & Parrott’s iShares US Technology ETF IYW Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-300
Closed -$23K – 651
2020
Q3 		$23K Buy
+300
New +$21.9K ﹤0.01% 596

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Nachman Norwood & Parrott's IYW Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares US Technology ETF (IYW) in Q4 2020, closing a stake of 300 shares — an estimated $23K sold.

Nachman Norwood & Parrott first reported a position in IYW in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 563 funds tracked by Wall St. Rank hold IYW as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares US Technology ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 300 iShares US Technology ETF shares in Q4 2020, an estimated $23K.
  • Nachman Norwood & Parrott first reported a position in iShares US Technology ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares US Technology ETF position peaked at $23K in Q3 2020.
  • 563 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.