Strategic Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Strategic Wealth Management’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
2015 Q3	–	Sell	-27,360	Closed	-$716K	–	27
2015 Q2	$716K	Sell	27,360 -52	-0.2%	-$1.4K	0.83%	28
2015 Q1	$719K	Hold	27,412	–	–	0.72%	28
2014 Q4	$715K	Sell	27,412 -71,656	-72%	-$1.83M	0.7%	33
2014 Q3	$2.5M	Buy	+99,068	New	+$2.47M	2.6%	11

Other funds holding IYW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Wealth Management's IYW Position: Q3 2015 in Review

Strategic Wealth Management sold out of iShares US Technology ETF (IYW) in Q3 2015, closing a stake of 27,360 shares — an estimated $716K sold.

Strategic Wealth Management first reported a position in IYW in Q3 2014 and held it in 4 quarters. The position peaked at $2.5M in Q3 2014. 208 funds tracked by Wall St. Rank hold IYW as of Q3 2015.

Strategic Wealth Management reported no remaining iShares US Technology ETF position as of Q3 2015 after selling out during the quarter.
Strategic Wealth Management sold 27,360 iShares US Technology ETF shares in Q3 2015, an estimated $716K.
Strategic Wealth Management first reported a position in iShares US Technology ETF in Q3 2014 and held it in 4 quarters.
Strategic Wealth Management's iShares US Technology ETF position peaked at $2.5M in Q3 2014.
208 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2015.

Based on Strategic Wealth Management's 13F filing for Q3 2015, filed 26 Oct 2015.