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Portfolio Strategies (Washington)’s iShares US Technology ETF IYW Stock Holding History

Portfolio Strategies (Washington)’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
2014
Q3 		– Sell
-18,364
Closed -$444K – 50
2014
Q2 		$444K Sell
18,364
-132
-0.7% -$3.05K 0.49% 35
2014
Q1 		$421K Sell
18,496
-1,264
-6% -$28.2K 0.48% 39
2013
Q4 		$436K Buy
+19,760
New +$411K 0.56% 39

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Portfolio Strategies (Washington)'s IYW Position: Q3 2014 in Review

Portfolio Strategies (Washington) sold out of iShares US Technology ETF (IYW) in Q3 2014, closing a stake of 18,364 shares — an estimated $444K sold.

Portfolio Strategies (Washington) first reported a position in IYW in Q4 2013 and held it in 3 quarters. The position peaked at $444K in Q2 2014. 212 funds tracked by Wall St. Rank hold IYW as of Q3 2014.

  • Portfolio Strategies (Washington) reported no remaining iShares US Technology ETF position as of Q3 2014 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 18,364 iShares US Technology ETF shares in Q3 2014, an estimated $444K.
  • Portfolio Strategies (Washington) first reported a position in iShares US Technology ETF in Q4 2013 and held it in 3 quarters.
  • Portfolio Strategies (Washington)'s iShares US Technology ETF position peaked at $444K in Q2 2014.
  • 212 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2014.

Based on Portfolio Strategies (Washington)'s 13F filing for Q3 2014, filed 6 Nov 2014.