Sequoia Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Sequoia Wealth Management’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 Q4	$554K	Hold	9,520	–	–	4.29%	11
2019 Q3	$495K	Buy	+9,520	New	+$484K	1.01%	30
2019 Q2	–	Sell	-10,068	Closed	-$481K	–	70
2019 Q1	$481K	Buy	10,068 +212	+2%	+$9.43K	0.39%	46
2018 Q4	$394K	Sell	9,856 -5,592	-36%	-$242K	0.39%	43
2018 Q3	$750K	Hold	15,448	–	–	0.64%	34
2018 Q2	$697K	Hold	15,448	–	–	0.74%	29
2018 Q1	$649K	Buy	15,448 +2,796	+22%	+$120K	0.63%	29
2017 Q4	$538K	Buy	+12,652	New	+$507K	0.49%	35

Other funds holding IYW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PAG

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sequoia Wealth Management's IYW Position: Q4 2019 in Review

Sequoia Wealth Management held its iShares US Technology ETF (IYW) position steady in Q4 2019 at 9,520 shares worth $554K. The position accounts for 4.29% of the portfolio, ranked #11.

Sequoia Wealth Management first reported a position in IYW in Q4 2017 and has held it in 8 quarters since. The position peaked at $750K in Q3 2018. 451 funds tracked by Wall St. Rank hold IYW as of Q4 2019.

Sequoia Wealth Management held 9,520 shares of iShares US Technology ETF worth $554K as of Q4 2019.
Sequoia Wealth Management left its iShares US Technology ETF share count unchanged in Q4 2019.
iShares US Technology ETF made up 4.29% of Sequoia Wealth Management's portfolio in Q4 2019, its #11 holding.
Sequoia Wealth Management first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 8 quarters since.
Sequoia Wealth Management's iShares US Technology ETF position peaked at $750K in Q3 2018.
451 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.