TF
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TLWM Financial’s iShares US Technology ETF IYW Stock Holding History

TLWM Financial’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
2019
Q4 		– Sell
-108
Closed -$6K – 64
2019
Q3 		$6K Buy
+108
New +$5.49K ﹤0.01% 63

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TLWM Financial's IYW Position: Q4 2019 in Review

TLWM Financial sold out of iShares US Technology ETF (IYW) in Q4 2019, closing a stake of 108 shares — an estimated $6K sold.

TLWM Financial first reported a position in IYW in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 451 funds tracked by Wall St. Rank hold IYW as of Q4 2019.

  • TLWM Financial reported no remaining iShares US Technology ETF position as of Q4 2019 after selling out during the quarter.
  • TLWM Financial sold 108 iShares US Technology ETF shares in Q4 2019, an estimated $6K.
  • TLWM Financial first reported a position in iShares US Technology ETF in Q3 2019 and held it in 1 quarter.
  • TLWM Financial's iShares US Technology ETF position peaked at $6K in Q3 2019.
  • 451 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2019.

Based on TLWM Financial's 13F filing for Q4 2019, filed 15 Jan 2020.