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

Piershale 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
2018
Q1 		– Sell
-359,656
Closed -$14.6M – 26
2017
Q4 		$14.6M Buy
359,656
+24,780
+7% +$993K 7.53% 8
2017
Q3 		$12.6M Buy
334,876
+78,832
+31% +$2.89M 7.11% 8
2017
Q2 		$8.65M Hold
256,044
– – 5.56% 8
2017
Q1 		$8.65M Buy
+256,044
New +$8.31M 5.56% 8

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Piershale Financial Group's IYW Position: Q1 2018 in Review

Piershale Financial Group sold out of iShares US Technology ETF (IYW) in Q1 2018, closing a stake of 359,656 shares — an estimated $14.6M sold.

Piershale Financial Group first reported a position in IYW in Q1 2017 and held it in 4 quarters. The position peaked at $14.6M in Q4 2017. 333 funds tracked by Wall St. Rank hold IYW as of Q1 2018.

  • Piershale Financial Group reported no remaining iShares US Technology ETF position as of Q1 2018 after selling out during the quarter.
  • Piershale Financial Group sold 359,656 iShares US Technology ETF shares in Q1 2018, an estimated $14.6M.
  • Piershale Financial Group first reported a position in iShares US Technology ETF in Q1 2017 and held it in 4 quarters.
  • Piershale Financial Group's iShares US Technology ETF position peaked at $14.6M in Q4 2017.
  • 333 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2018.

Based on Piershale Financial Group's 13F filing for Q1 2018, filed 27 Apr 2018.