Ronald Blue & Co’s iShares US Technology ETF IYW Stock Holding History

Ronald Blue & Co’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
2015 Q3	–	Sell	-8,180	Closed	-$214K	–	339
2015 Q2	$214K	Hold	8,180	–	–	0.01%	320
2015 Q1	$215K	Hold	8,180	–	–	0.01%	322
2014 Q4	$213K	Hold	8,180	–	–	0.01%	307
2014 Q3	$206K	Buy	+8,180	New	+$204K	0.01%	303

Other funds holding IYW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ronald Blue & Co's IYW Position: Q3 2015 in Review

Ronald Blue & Co sold out of iShares US Technology ETF (IYW) in Q3 2015, closing a stake of 8,180 shares — an estimated $214K sold.

Ronald Blue & Co first reported a position in IYW in Q3 2014 and held it in 4 quarters. The position peaked at $215K in Q1 2015. 206 funds tracked by Wall St. Rank hold IYW as of Q3 2015.

Ronald Blue & Co reported no remaining iShares US Technology ETF position as of Q3 2015 after selling out during the quarter.
Ronald Blue & Co sold 8,180 iShares US Technology ETF shares in Q3 2015, an estimated $214K.
Ronald Blue & Co first reported a position in iShares US Technology ETF in Q3 2014 and held it in 4 quarters.
Ronald Blue & Co's iShares US Technology ETF position peaked at $215K in Q1 2015.
206 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2015.

Based on Ronald Blue & Co's 13F filing for Q3 2015, filed 13 Nov 2015.