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Peachtree Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Peachtree Investment Advisors’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 		$3.58M Buy
89,560
+1,868
+2% +$80.9K 2.76% 9
2018
Q3 		$4.25M Buy
87,692
+3,948
+5% +$187K 2.9% 9
2018
Q2 		$3.73M Buy
83,744
+9,460
+13% +$418K 2.7% 10
2018
Q1 		$3.12M Buy
74,284
+5,600
+8% +$241K 2.35% 10
2017
Q4 		$2.79M Buy
68,684
+1,540
+2% +$61.7K 2.14% 12
2017
Q3 		$2.52M Sell
67,144
-340
-0.5% -$12.5K 2.16% 9
2017
Q2 		$2.36M Buy
67,484
+4,700
+7% +$165K 2.02% 12
2017
Q1 		$2.12M Buy
62,784
+1,928
+3% +$62.6K 1.94% 16
2016
Q4 		$1.83M Sell
60,856
-960
-2% -$28.6K 1.8% 18
2016
Q3 		$1.84M Sell
61,816
-720
-1% -$20.6K 1.8% 18
2016
Q2 		$1.65M Buy
62,536
+3,900
+7% +$103K 1.67% 18
2016
Q1 		$1.59M Buy
58,636
+2,620
+5% +$66.2K 1.6% 20
2015
Q4 		$1.5M Buy
56,016
+12,880
+30% +$347K 1.57% 19
2015
Q3 		$1.07M Buy
43,136
+3,824
+10% +$98.8K 1.11% 28
2015
Q2 		$1.03M Buy
39,312
+11,540
+42% +$311K 0.77% 38
2015
Q1 		$729K Buy
27,772
+18,620
+203% +$489K 0.52% 59
2014
Q4 		$239K Buy
9,152
+5,600
+158% +$143K 0.16% 131
2014
Q3 		$89K Buy
+3,552
New +$88.7K 0.06% 175

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
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

Peachtree Investment Advisors's IYW Position: Q4 2018 in Review

Peachtree Investment Advisors increased its iShares US Technology ETF (IYW) stake by 2.1% in Q4 2018, buying an estimated $80.9K and bringing the position to 89,560 shares worth $3.58M. The position accounts for 2.76% of the portfolio, ranked #9.

Peachtree Investment Advisors first reported a position in IYW in Q3 2014 and has held it in 18 quarters since. The position peaked at $4.25M in Q3 2018. 341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

  • Peachtree Investment Advisors held 89,560 shares of iShares US Technology ETF worth $3.58M as of Q4 2018.
  • Peachtree Investment Advisors bought 1,868 iShares US Technology ETF shares in Q4 2018, an estimated $80.9K.
  • iShares US Technology ETF made up 2.76% of Peachtree Investment Advisors's portfolio in Q4 2018, its #9 holding.
  • Peachtree Investment Advisors first reported a position in iShares US Technology ETF in Q3 2014 and has held it in 18 quarters since.
  • Peachtree Investment Advisors's iShares US Technology ETF position peaked at $4.25M in Q3 2018.
  • 341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.