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Squar Milner Financial Services’s iShares US Technology ETF IYW Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-400
Closed -$18K – 817
2018
Q2 		$18K Buy
+400
New +$17.7K 0.02% 498

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Squar Milner Financial Services's IYW Position: Q3 2018 in Review

Squar Milner Financial Services sold out of iShares US Technology ETF (IYW) in Q3 2018, closing a stake of 400 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in IYW in Q2 2018 and held it in 1 quarter. The position peaked at $18K in Q2 2018. 336 funds tracked by Wall St. Rank hold IYW as of Q3 2018.

  • Squar Milner Financial Services reported no remaining iShares US Technology ETF position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 400 iShares US Technology ETF shares in Q3 2018, an estimated $18K.
  • Squar Milner Financial Services first reported a position in iShares US Technology ETF in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's iShares US Technology ETF position peaked at $18K in Q2 2018.
  • 336 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.