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Risk Paradigm Group’s iShares US Technology ETF IYW Stock Holding History

Risk Paradigm 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
Q4 		$571K Buy
14,276
+1,752
+14% +$75.9K 1.39% 17
2018
Q3 		$607K Hold
12,524
– – 1.2% 25
2018
Q2 		$558K Buy
12,524
+228
+2% +$10.1K 1.07% 20
2018
Q1 		$517K Sell
12,296
-2,160
-15% -$93K 0.66% 41
2017
Q4 		$588K Sell
14,456
-624
-4% -$25K 0.63% 41
2017
Q3 		$565K Buy
15,080
+2,232
+17% +$81.8K 0.69% 41
2017
Q2 		$449K Sell
12,848
-7,828
-38% -$274K 0.53% 57
2017
Q1 		$699K Sell
20,676
-9,108
-31% -$296K 0.8% 33
2016
Q4 		$895K Buy
29,784
+2,308
+8% +$68.8K 0.99% 29
2016
Q3 		$817K Sell
27,476
-44,732
-62% -$1.28M 0.61% 35
2016
Q2 		$1.9M Sell
72,208
-11,880
-14% -$314K 2.58% 2
2016
Q1 		$2.28M Buy
84,088
+71,112
+548% +$1.8M 2.9% 4
2015
Q4 		$347K Sell
12,976
-2,416
-16% -$65.1K 0.41% 52
2015
Q3 		$381K Buy
15,392
+6,016
+64% +$155K 0.79% 23
2015
Q2 		$245K Sell
9,376
-276
-3% -$7.45K 0.23% 72
2015
Q1 		$253K Buy
+9,652
New +$254K 0.25% 69

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Risk Paradigm Group's IYW Position: Q4 2018 in Review

Risk Paradigm Group increased its iShares US Technology ETF (IYW) stake by 14% in Q4 2018, buying an estimated $75.9K and bringing the position to 14,276 shares worth $571K. The position accounts for 1.39% of the portfolio, ranked #17.

Risk Paradigm Group first reported a position in IYW in Q1 2015 and has held it in 16 quarters since. The position peaked at $2.28M in Q1 2016. 341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

  • Risk Paradigm Group held 14,276 shares of iShares US Technology ETF worth $571K as of Q4 2018.
  • Risk Paradigm Group bought 1,752 iShares US Technology ETF shares in Q4 2018, an estimated $75.9K.
  • iShares US Technology ETF made up 1.39% of Risk Paradigm Group's portfolio in Q4 2018, its #17 holding.
  • Risk Paradigm Group first reported a position in iShares US Technology ETF in Q1 2015 and has held it in 16 quarters since.
  • Risk Paradigm Group's iShares US Technology ETF position peaked at $2.28M in Q1 2016.
  • 341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.