Raab & Moskowitz Asset Management’s iShares US Technology ETF IYW Stock Holding History

Raab & Moskowitz Asset Management’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
2020 Q1	–	Sell	-3,704	Closed	-$215K	–	337
2019 Q4	$215K	Buy	+3,704	New	+$201K	0.09%	152
2018 Q4	–	Sell	-3,704	Closed	-$179K	–	342
2018 Q3	$179K	Buy	+3,704	New	+$175K	0.07%	170
2016 Q3	–	Sell	-8,368	Closed	-$220K	–	141
2016 Q2	$220K	Hold	8,368	–	–	0.13%	126
2016 Q1	$226K	Hold	8,368	–	–	0.13%	118
2015 Q4	$223K	Hold	8,368	–	–	0.13%	117
2015 Q3	$206K	Hold	8,368	–	–	0.13%	113
2015 Q2	$218K	Hold	8,368	–	–	0.13%	111
2015 Q1	$220K	Sell	8,368 -164	-2%	-$4.31K	0.13%	110
2014 Q4	$222K	Buy	8,532 +164	+2%	+$4.18K	0.13%	114
2014 Q3	$211K	Sell	8,368 -164	-2%	-$4.1K	0.1%	138
2014 Q2	$207K	Buy	+8,532	New	+$197K	0.1%	143
2014 Q1	–	Sell	-10,532	Closed	-$233K	–	142
2013 Q4	$233K	Buy	+10,532	New	+$219K	0.13%	128

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raab & Moskowitz Asset Management's IYW Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares US Technology ETF (IYW) in Q1 2020, closing a stake of 3,704 shares — an estimated $215K sold.

Raab & Moskowitz Asset Management first reported a position in IYW in Q4 2013 and held it in 12 quarters. The position peaked at $233K in Q4 2013. 422 funds tracked by Wall St. Rank hold IYW as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining iShares US Technology ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 3,704 iShares US Technology ETF shares in Q1 2020, an estimated $215K.
Raab & Moskowitz Asset Management first reported a position in iShares US Technology ETF in Q4 2013 and held it in 12 quarters.
Raab & Moskowitz Asset Management's iShares US Technology ETF position peaked at $233K in Q4 2013.
422 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.