PWAP
IYW icon

Private Wealth Advisors (Pennsylvania)’s iShares US Technology ETF IYW Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2019
Q3 		– Sell
-16,060
Closed -$795K – 140
2019
Q2 		$795K Hold
16,060
– – 0.28% 83
2019
Q1 		$765K Hold
16,060
– – 0.29% 83
2018
Q4 		$642K Sell
16,060
-2,868
-15% -$124K 0.28% 84
2018
Q3 		$918K Sell
18,928
-260
-1% -$12.3K 0.34% 74
2018
Q2 		$855K Sell
19,188
-80
-0.4% -$3.54K 0.34% 73
2018
Q1 		$810K Sell
19,268
-1,612
-8% -$69.4K 0.32% 77
2017
Q4 		$850K Sell
20,880
-688
-3% -$27.6K 0.33% 80
2017
Q3 		$808K Sell
21,568
-96
-0.4% -$3.52K 0.33% 79
2017
Q2 		$757K Sell
21,664
-1,860
-8% -$65.2K 0.32% 78
2017
Q1 		$795K Sell
23,524
-660
-3% -$21.4K 0.36% 73
2016
Q4 		$727K Sell
24,184
-1,120
-4% -$33.4K 0.34% 73
2016
Q3 		$753K Sell
25,304
-100
-0.4% -$2.87K 0.36% 74
2016
Q2 		$669K Sell
25,404
-596
-2% -$15.7K 0.33% 77
2016
Q1 		$705K Buy
26,000
+1,656
+7% +$41.8K 0.38% 73
2015
Q4 		$651K Sell
24,344
-13,556
-36% -$365K 0.37% 71
2015
Q3 		$937K Buy
37,900
+436
+1% +$11.3K 0.47% 61
2015
Q2 		$980K Sell
37,464
-3,040
-8% -$82K 0.45% 66
2015
Q1 		$1.06M Sell
40,504
-784
-2% -$20.6K 0.5% 64
2014
Q4 		$1.08M Buy
41,288
+1,924
+5% +$49.1K 0.52% 60
2014
Q3 		$992K Buy
39,364
+272
+0.7% +$6.79K 0.52% 63
2014
Q2 		$947K Sell
39,092
-200
-0.5% -$4.62K 0.49% 65
2014
Q1 		$894K Sell
39,292
-1,132
-3% -$25.3K 0.49% 65
2013
Q4 		$894K Sell
40,424
-5,396
-12% -$112K 0.49% 64
2013
Q3 		$903K Sell
45,820
-2,584
-5% -$50.2K 0.53% 61
2013
Q2 		$891K Buy
+48,404
New +$899K 0.55% 58

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IYW Position: Q3 2019 in Review

Private Wealth Advisors (Pennsylvania) sold out of iShares US Technology ETF (IYW) in Q3 2019, closing a stake of 16,060 shares — an estimated $795K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in IYW in Q2 2013 and held it in 25 quarters. The position peaked at $1.08M in Q4 2014. 374 funds tracked by Wall St. Rank hold IYW as of Q3 2019.

  • Private Wealth Advisors (Pennsylvania) reported no remaining iShares US Technology ETF position as of Q3 2019 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 16,060 iShares US Technology ETF shares in Q3 2019, an estimated $795K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares US Technology ETF in Q2 2013 and held it in 25 quarters.
  • Private Wealth Advisors (Pennsylvania)'s iShares US Technology ETF position peaked at $1.08M in Q4 2014.
  • 374 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2019.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2019, filed 12 Nov 2019.