Rowland Carmichael Advisors’s iShares US Technology ETF IYW Stock Holding History

Rowland Carmichael Advisors’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 Q4	$37K	Hold	440	–	–	0.01%	323
2020 Q3	$33K	Hold	440	–	–	0.01%	301
2020 Q2	$30K	Hold	440	–	–	0.01%	296
2020 Q1	$22K	Hold	440	–	–	0.01%	284
2019 Q4	$26K	Hold	440	–	–	0.01%	321
2019 Q3	$22K	Hold	440	–	–	0.01%	326
2019 Q2	$22K	Hold	440	–	–	0.01%	302
2019 Q1	$21K	Hold	440	–	–	0.01%	298
2018 Q4	$18K	Sell	440 -156	-26%	-$6.76K	0.01%	273
2018 Q3	$29K	Hold	596	–	–	0.01%	313
2018 Q2	$27K	Hold	596	–	–	0.01%	319
2018 Q1	$25K	Hold	596	–	–	0.01%	284
2017 Q4	$24K	Hold	596	–	–	0.01%	296
2017 Q3	$22K	Hold	596	–	–	0.01%	275
2017 Q2	$21K	Hold	596	–	–	0.01%	270
2017 Q1	$20K	Sell	596 -3,384	-85%	-$110K	0.01%	266
2016 Q4	$120K	Sell	3,980 -868	-18%	-$25.9K	0.07%	238
2016 Q3	$144K	Hold	4,848	–	–	0.09%	223
2016 Q2	$128K	Sell	4,848 -13,584	-74%	-$359K	0.08%	230
2016 Q1	$500K	Buy	+18,432	New	+$465K	0.46%	76

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Rowland Carmichael Advisors's IYW Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares US Technology ETF (IYW) position steady in Q4 2020 at 440 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #323.

Rowland Carmichael Advisors first reported a position in IYW in Q1 2016 and has held it in 20 quarters since. The position peaked at $500K in Q1 2016. 563 funds tracked by Wall St. Rank hold IYW as of Q4 2020.

Rowland Carmichael Advisors held 440 shares of iShares US Technology ETF worth $37K as of Q4 2020.
Rowland Carmichael Advisors left its iShares US Technology ETF share count unchanged in Q4 2020.
iShares US Technology ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #323 holding.
Rowland Carmichael Advisors first reported a position in iShares US Technology ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's iShares US Technology ETF position peaked at $500K in Q1 2016.
563 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.