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

Pacific 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
2015
Q2 		– Sell
-26,956
Closed -$707K – 56
2015
Q1 		$707K Sell
26,956
-729,072
-96% -$19.2M 0.92% 31
2014
Q4 		$19.7M Buy
756,028
+679,336
+886% +$17.3M 5.84% 6
2014
Q3 		$1.93M Buy
+76,692
New +$1.92M 1.98% 10

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Pacific Financial Group's IYW Position: Q2 2015 in Review

Pacific Financial Group sold out of iShares US Technology ETF (IYW) in Q2 2015, closing a stake of 26,956 shares — an estimated $707K sold.

Pacific Financial Group first reported a position in IYW in Q3 2014 and held it in 3 quarters. The position peaked at $19.7M in Q4 2014. 229 funds tracked by Wall St. Rank hold IYW as of Q2 2015.

  • Pacific Financial Group reported no remaining iShares US Technology ETF position as of Q2 2015 after selling out during the quarter.
  • Pacific Financial Group sold 26,956 iShares US Technology ETF shares in Q2 2015, an estimated $707K.
  • Pacific Financial Group first reported a position in iShares US Technology ETF in Q3 2014 and held it in 3 quarters.
  • Pacific Financial Group's iShares US Technology ETF position peaked at $19.7M in Q4 2014.
  • 229 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2015.

Based on Pacific Financial Group's 13F filing for Q2 2015, filed 20 Jul 2015.