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SII Investments’s iShares US Technology ETF IYW Stock Holding History

SII Investments’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
2017
Q3 		– Sell
-5,772
Closed -$202K – 620
2017
Q2 		$202K Sell
5,772
-2,500
-30% -$87.7K 0.01% 547
2017
Q1 		$280K Sell
8,272
-240
-3% -$7.79K 0.02% 483
2016
Q4 		$255K Sell
8,512
-240
-3% -$7.16K 0.02% 486
2016
Q3 		$261K Buy
+8,752
New +$251K 0.02% 467
2016
Q2 		– Sell
-8,664
Closed -$238K – 604
2016
Q1 		$238K Buy
+8,664
New +$219K 0.02% 492
2015
Q4 		– Sell
-8,560
Closed -$212K – 503
2015
Q3 		$212K Sell
8,560
-8
-0.1% -$207 0.02% 480
2015
Q2 		$222K Sell
8,568
-304
-3% -$8.2K 0.03% 460
2015
Q1 		$230K Hold
8,872
– – 0.03% 465
2014
Q4 		$229K Sell
8,872
-1,768
-17% -$45.1K 0.03% 436
2014
Q3 		$268K Buy
10,640
+1,032
+11% +$25.8K 0.04% 385
2014
Q2 		$234K Sell
9,608
-772
-7% -$17.8K 0.03% 400
2014
Q1 		$224K Sell
10,380
-47,192
-82% -$1.05M 0.04% 370
2013
Q4 		$1.27M Sell
57,572
-49,472
-46% -$1.03M 0.23% 116
2013
Q3 		$2.11M Buy
107,044
+16,048
+18% +$312K 0.5% 53
2013
Q2 		$1.68M Buy
+90,996
New +$1.69M 0.36% 73

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SII Investments's IYW Position: Q3 2017 in Review

SII Investments sold out of iShares US Technology ETF (IYW) in Q3 2017, closing a stake of 5,772 shares — an estimated $202K sold.

SII Investments first reported a position in IYW in Q2 2013 and held it in 15 quarters. The position peaked at $2.11M in Q3 2013. 276 funds tracked by Wall St. Rank hold IYW as of Q3 2017.

  • SII Investments reported no remaining iShares US Technology ETF position as of Q3 2017 after selling out during the quarter.
  • SII Investments sold 5,772 iShares US Technology ETF shares in Q3 2017, an estimated $202K.
  • SII Investments first reported a position in iShares US Technology ETF in Q2 2013 and held it in 15 quarters.
  • SII Investments's iShares US Technology ETF position peaked at $2.11M in Q3 2013.
  • 276 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2017.

Based on SII Investments's 13F filing for Q3 2017, filed 13 Nov 2017.