Secrest Blakey & Associates’s iShares US Technology ETF IYW Stock Holding History

Secrest Blakey & Associates’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
2019 Q1	–	Sell	-14,392	Closed	-$575K	–	129
2018 Q4	$575K	Sell	14,392 -696	-5%	-$30.1K	0.48%	58
2018 Q3	$733K	Sell	15,088 -1,652	-10%	-$78.1K	0.56%	51
2018 Q2	$747K	Hold	16,740	–	–	0.59%	50
2018 Q1	$704K	Sell	16,740 -1,580	-9%	-$68K	0.6%	48
2017 Q4	$745K	Buy	+18,320	New	+$734K	0.6%	45

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

PAG

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Secrest Blakey & Associates's IYW Position: Q1 2019 in Review

Secrest Blakey & Associates sold out of iShares US Technology ETF (IYW) in Q1 2019, closing a stake of 14,392 shares — an estimated $575K sold.

Secrest Blakey & Associates first reported a position in IYW in Q4 2017 and held it in 5 quarters. The position peaked at $747K in Q2 2018. 370 funds tracked by Wall St. Rank hold IYW as of Q1 2019.

Secrest Blakey & Associates reported no remaining iShares US Technology ETF position as of Q1 2019 after selling out during the quarter.
Secrest Blakey & Associates sold 14,392 iShares US Technology ETF shares in Q1 2019, an estimated $575K.
Secrest Blakey & Associates first reported a position in iShares US Technology ETF in Q4 2017 and held it in 5 quarters.
Secrest Blakey & Associates's iShares US Technology ETF position peaked at $747K in Q2 2018.
370 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2019.

Based on Secrest Blakey & Associates's 13F filing for Q1 2019, filed 6 May 2019.