Osborn Williams & Donohoe’s iShares US Technology ETF IYW Stock Holding History

Osborn Williams & Donohoe’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	-155,228	Closed	-$9.03M	–	288
2019 Q4	$9.03M	Sell	155,228 -16,220	-9%	-$882K	0.9%	35
2019 Q3	$8.75M	Hold	171,448	–	–	0.88%	35
2019 Q2	$8.48M	Buy	171,448 +14,256	+9%	+$697K	0.87%	33
2019 Q1	$7.76M	Buy	+157,192	New	+$6.99M	0.8%	32

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osborn Williams & Donohoe's IYW Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of iShares US Technology ETF (IYW) in Q1 2020, closing a stake of 155,228 shares — an estimated $9.03M sold.

Osborn Williams & Donohoe first reported a position in IYW in Q1 2019 and held it in 4 quarters. The position peaked at $9.03M in Q4 2019. 423 funds tracked by Wall St. Rank hold IYW as of Q1 2020.

Osborn Williams & Donohoe reported no remaining iShares US Technology ETF position as of Q1 2020 after selling out during the quarter.
Osborn Williams & Donohoe sold 155,228 iShares US Technology ETF shares in Q1 2020, an estimated $9.03M.
Osborn Williams & Donohoe first reported a position in iShares US Technology ETF in Q1 2019 and held it in 4 quarters.
Osborn Williams & Donohoe's iShares US Technology ETF position peaked at $9.03M in Q4 2019.
423 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.