Pinnacle Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Pinnacle Advisory 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
2021 Q1	$41.8M	Sell	476,733 -157,055	-25%	-$13.8M	1.92%	18
2020 Q4	$53.9M	Sell	633,788 -122,616	-16%	-$9.8M	3.26%	8
2020 Q3	$56.9M	Sell	756,404 -123,928	-14%	-$9.05M	3.78%	8
2020 Q2	$59.4M	Sell	880,332 -406,328	-32%	-$24.5M	4.13%	7
2020 Q1	$65.7M	Sell	1,286,660 -264,304	-17%	-$15.3M	6.32%	3
2019 Q4	$90.2M	Sell	1,550,964 -41,828	-3%	-$2.28M	6.07%	2
2019 Q3	$81.3M	Sell	1,592,792 -112,832	-7%	-$5.73M	5.67%	4
2019 Q2	$84.4M	Sell	1,705,624 -62,804	-4%	-$3.07M	5.84%	4
2019 Q1	$84.3M	Sell	1,768,428 -929,200	-34%	-$41.3M	5.9%	4
2018 Q4	$108M	Sell	2,697,628 -22,336	-0.8%	-$967K	8.08%	2
2018 Q3	$132M	Sell	2,719,964 -2,222,864	-45%	-$105M	9.09%	1
2018 Q2	$220M	Sell	4,942,828 -45,328	-0.9%	-$2M	13.29%	1
2018 Q1	$210M	Buy	4,988,156 +634,908	+15%	+$27.3M	12.48%	1
2017 Q4	$177M	Sell	4,353,248 -52,860	-1%	-$2.12M	10.32%	1
2017 Q3	$165M	Sell	4,406,108 -479,024	-10%	-$17.5M	10.19%	1
2017 Q2	$171M	Sell	4,885,132 -20,036	-0.4%	-$702K	10.84%	1
2017 Q1	$166M	Buy	4,905,168 +143,124	+3%	+$4.65M	10.83%	1
2016 Q4	$143M	Sell	4,762,044 -109,500	-2%	-$3.27M	9.7%	1
2016 Q3	$144M	Buy	4,871,544 +1,691,952	+53%	+$48.5M	12.05%	1
2016 Q2	$83.7M	Sell	3,179,592 -1,074,556	-25%	-$28.4M	6.44%	4
2016 Q1	$115M	Buy	4,254,148 +106,868	+3%	+$2.7M	10.98%	3
2015 Q4	$111M	Buy	4,147,280 +264,140	+7%	+$7.12M	9.97%	2
2015 Q3	$96M	Sell	3,883,140 -263,088	-6%	-$6.8M	10.23%	2
2015 Q2	$108M	Buy	4,146,228 +696,864	+20%	+$18.8M	10.57%	1
2015 Q1	$90.5M	Buy	3,449,364 +24,768	+0.7%	+$651K	8.1%	2
2014 Q4	$89.4M	Buy	+3,424,596	New	+$87.3M	8.1%	2
2014 Q3	–	Sell	-2,916,324	Closed	-$70.6M	–	140
2014 Q2	$70.6M	Buy	+2,916,324	New	+$67.4M	8.29%	2

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Advisory Group's IYW Position: Q1 2021 in Review

Pinnacle Advisory Group reduced its iShares US Technology ETF (IYW) stake by 25% in Q1 2021, selling an estimated $13.8M and leaving 476,733 shares worth $41.8M. The position accounts for 1.92% of the portfolio, ranked #18.

Pinnacle Advisory Group first reported a position in IYW in Q2 2014 and has held it in 27 quarters since. The position peaked at $220M in Q2 2018. 551 funds tracked by Wall St. Rank hold IYW as of Q1 2021.

Pinnacle Advisory Group held 476,733 shares of iShares US Technology ETF worth $41.8M as of Q1 2021.
Pinnacle Advisory Group sold 157,055 iShares US Technology ETF shares in Q1 2021, an estimated $13.8M.
iShares US Technology ETF made up 1.92% of Pinnacle Advisory Group's portfolio in Q1 2021, its #18 holding.
Pinnacle Advisory Group first reported a position in iShares US Technology ETF in Q2 2014 and has held it in 27 quarters since.
Pinnacle Advisory Group's iShares US Technology ETF position peaked at $220M in Q2 2018.
551 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.