PAS
IYW icon

Partnervest Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Partnervest Advisory Services’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
2018
Q4 		– Sell
-9,616
Closed -$466K – 235
2018
Q3 		$466K Buy
9,616
+1,316
+16% +$62.2K 0.18% 115
2018
Q2 		$370K Buy
8,300
+40
+0.5% +$1.77K 0.17% 122
2018
Q1 		$347K Buy
8,260
+2,140
+35% +$92.1K 0.17% 134
2017
Q4 		$249K Buy
+6,120
New +$245K 0.12% 156
2014
Q3 		– Sell
-812
Closed -$20K – 488
2014
Q2 		$20K Hold
812
– – 0.01% 537
2014
Q1 		$18K Hold
812
– – 0.01% 524
2013
Q4 		$18K Buy
812
+4
+0.5% +$83 0.01% 495
2013
Q3 		$16K Hold
808
– – 0.01% 521
2013
Q2 		$15K Buy
+808
New +$15K 0.01% 497

Other funds holding IYW

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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PAG
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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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return