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Noven Financial Group’s iShares US Technology ETF IYW Stock Holding History

Noven Financial Group’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
2014
Q4 		– Sell
-41,068
Closed -$1.03M – 42
2014
Q3 		$1.03M Buy
+41,068
New +$1.03M 0.75% 17

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Noven Financial Group's IYW Position: Q4 2014 in Review

Noven Financial Group sold out of iShares US Technology ETF (IYW) in Q4 2014, closing a stake of 41,068 shares — an estimated $1.03M sold.

Noven Financial Group first reported a position in IYW in Q3 2014 and held it in 1 quarter. The position peaked at $1.03M in Q3 2014. 242 funds tracked by Wall St. Rank hold IYW as of Q4 2014.

  • Noven Financial Group reported no remaining iShares US Technology ETF position as of Q4 2014 after selling out during the quarter.
  • Noven Financial Group sold 41,068 iShares US Technology ETF shares in Q4 2014, an estimated $1.03M.
  • Noven Financial Group first reported a position in iShares US Technology ETF in Q3 2014 and held it in 1 quarter.
  • Noven Financial Group's iShares US Technology ETF position peaked at $1.03M in Q3 2014.
  • 242 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2014.

Based on Noven Financial Group's 13F filing for Q4 2014, filed 13 Feb 2015.