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IYW icon

Round Table Services’s iShares US Technology ETF IYW Stock Holding History

Round Table Services’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
Q4 		– Sell
-8,000
Closed -$202K – 63
2014
Q3 		$202K Buy
+8,000
New +$200K 0.17% 46

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Round Table Services's IYW Position: Q4 2014 in Review

Round Table Services sold out of iShares US Technology ETF (IYW) in Q4 2014, closing a stake of 8,000 shares — an estimated $202K sold.

Round Table Services first reported a position in IYW in Q3 2014 and held it in 1 quarter. The position peaked at $202K in Q3 2014. 241 funds tracked by Wall St. Rank hold IYW as of Q4 2014.

  • Round Table Services reported no remaining iShares US Technology ETF position as of Q4 2014 after selling out during the quarter.
  • Round Table Services sold 8,000 iShares US Technology ETF shares in Q4 2014, an estimated $202K.
  • Round Table Services first reported a position in iShares US Technology ETF in Q3 2014 and held it in 1 quarter.
  • Round Table Services's iShares US Technology ETF position peaked at $202K in Q3 2014.
  • 241 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2014.

Based on Round Table Services's 13F filing for Q4 2014, filed 9 Feb 2015.