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Simply Money Advisors’s iShares US Technology ETF IYW Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-2,976
Closed -$55K – 247
2013
Q2 		$55K Buy
+2,976
New +$55.3K 0.01% 61

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Simply Money Advisors's IYW Position: Q3 2013 in Review

Simply Money Advisors sold out of iShares US Technology ETF (IYW) in Q3 2013, closing a stake of 2,976 shares — an estimated $55K sold.

Simply Money Advisors first reported a position in IYW in Q2 2013 and held it in 1 quarter. The position peaked at $55K in Q2 2013. 149 funds tracked by Wall St. Rank hold IYW as of Q3 2013.

  • Simply Money Advisors reported no remaining iShares US Technology ETF position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 2,976 iShares US Technology ETF shares in Q3 2013, an estimated $55K.
  • Simply Money Advisors first reported a position in iShares US Technology ETF in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's iShares US Technology ETF position peaked at $55K in Q2 2013.
  • 149 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.