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Stearns Financial Services Group’s iShares US Technology ETF IYW Stock Holding History

Stearns Financial Services Group’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
Q4 		– Sell
-360
Closed -$15.6K – 176
2018
Q3 		$17K Buy
+360
New +$17K ﹤0.01% 161

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stearns Financial Services Group's IYW Position: Q4 2018 in Review

Stearns Financial Services Group sold out of iShares US Technology ETF (IYW) in Q4 2018, closing a stake of 360 shares — an estimated $15.6K sold.

Stearns Financial Services Group first reported a position in IYW in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

  • Stearns Financial Services Group reported no remaining iShares US Technology ETF position as of Q4 2018 after selling out during the quarter.
  • Stearns Financial Services Group sold 360 iShares US Technology ETF shares in Q4 2018, an estimated $15.6K.
  • Stearns Financial Services Group first reported a position in iShares US Technology ETF in Q3 2018 and held it in 1 quarter.
  • Stearns Financial Services Group's iShares US Technology ETF position peaked at $17K in Q3 2018.
  • 341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on Stearns Financial Services Group's 13F filing for Q4 2018, filed 14 Feb 2019.