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Shufro Rose & Co’s iShares US Technology ETF IYW Stock Holding History

Shufro Rose & 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
2019
Q4 		– Sell
-120
Closed -$6K – 336
2019
Q3 		$6K Buy
+120
New +$6.1K ﹤0.01% 336

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
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
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

Shufro Rose & Co's IYW Position: Q4 2019 in Review

Shufro Rose & Co sold out of iShares US Technology ETF (IYW) in Q4 2019, closing a stake of 120 shares — an estimated $6K sold.

Shufro Rose & Co first reported a position in IYW in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 451 funds tracked by Wall St. Rank hold IYW as of Q4 2019.

  • Shufro Rose & Co reported no remaining iShares US Technology ETF position as of Q4 2019 after selling out during the quarter.
  • Shufro Rose & Co sold 120 iShares US Technology ETF shares in Q4 2019, an estimated $6K.
  • Shufro Rose & Co first reported a position in iShares US Technology ETF in Q3 2019 and held it in 1 quarter.
  • Shufro Rose & Co's iShares US Technology ETF position peaked at $6K in Q3 2019.
  • 451 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2019.

Based on Shufro Rose & Co's 13F filing for Q4 2019, filed 28 Jan 2020.