tru Independence’s iShares US Technology ETF IYW Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-400	Closed	-$26K	–	601
2020 Q2	$26K	Buy	+400	New	+$24.1K	﹤0.01%	468
2020 Q1	–	Sell	-260	Closed	-$13K	–	828
2019 Q4	$13K	Buy	+260	New	+$14.1K	﹤0.01%	532

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

tru Independence's IYW Position: Q3 2020 in Review

tru Independence sold out of iShares US Technology ETF (IYW) in Q3 2020, closing a stake of 400 shares — an estimated $26K sold.

tru Independence first reported a position in IYW in Q4 2019 and held it in 2 quarters. The position peaked at $26K in Q2 2020. 501 funds tracked by Wall St. Rank hold IYW as of Q3 2020.

tru Independence reported no remaining iShares US Technology ETF position as of Q3 2020 after selling out during the quarter.
tru Independence sold 400 iShares US Technology ETF shares in Q3 2020, an estimated $26K.
tru Independence first reported a position in iShares US Technology ETF in Q4 2019 and held it in 2 quarters.
tru Independence's iShares US Technology ETF position peaked at $26K in Q2 2020.
501 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.