Truepoint Inc’s iShares US Technology ETF IYW Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-6,480	Closed	-$377K	–	76
2019 Q4	$377K	Hold	6,480	–	–	0.03%	82
2019 Q3	$331K	Hold	6,480	–	–	0.03%	84
2019 Q2	$321K	Hold	6,480	–	–	0.03%	96
2019 Q1	$309K	Sell	6,480 -12,000	-65%	-$534K	0.03%	87
2018 Q4	$739K	Buy	18,480 +10,480	+131%	+$454K	0.07%	43
2018 Q3	$388K	Hold	8,000	–	–	0.03%	74
2018 Q2	$357K	Buy	8,000 +6,656	+495%	+$294K	0.03%	73
2018 Q1	$2K	Buy	+1,344	New	+$57.9K	0.02%	92

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

PAG

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

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

RIG

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

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

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

Truepoint Inc's IYW Position: Q1 2020 in Review

Truepoint Inc sold out of iShares US Technology ETF (IYW) in Q1 2020, closing a stake of 6,480 shares — an estimated $377K sold.

Truepoint Inc first reported a position in IYW in Q1 2018 and held it in 8 quarters. The position peaked at $739K in Q4 2018. 422 funds tracked by Wall St. Rank hold IYW as of Q1 2020.

Truepoint Inc reported no remaining iShares US Technology ETF position as of Q1 2020 after selling out during the quarter.
Truepoint Inc sold 6,480 iShares US Technology ETF shares in Q1 2020, an estimated $377K.
Truepoint Inc first reported a position in iShares US Technology ETF in Q1 2018 and held it in 8 quarters.
Truepoint Inc's iShares US Technology ETF position peaked at $739K in Q4 2018.
422 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2020.

Based on Truepoint Inc's 13F filing for Q1 2020, filed 13 May 2020.