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US Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

US Financial Advisors’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
2021
Q1 		– Sell
-2,508
Closed -$213K – 144
2020
Q4 		$213K Buy
+2,508
New +$200K 0.06% 124
2016
Q2 		– Sell
-2,928
Closed -$79K – 217
2016
Q1 		$79K Sell
2,928
-194,176
-99% -$4.9M 0.14% 71
2015
Q4 		$5.27M Buy
197,104
+194,868
+8,715% +$5.25M 5% 7
2015
Q3 		$55K Sell
2,236
-232,236
-99% -$6M 0.09% 99
2015
Q2 		$6.13M Sell
234,472
-368
-0.2% -$9.93K 5.79% 5
2015
Q1 		$6.16M Sell
234,840
-8,164
-3% -$215K 5.6% 9
2014
Q4 		$6.34M Buy
+243,004
New +$6.2M 5.66% 6

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Financial Advisors's IYW Position: Q1 2021 in Review

US Financial Advisors sold out of iShares US Technology ETF (IYW) in Q1 2021, closing a stake of 2,508 shares — an estimated $213K sold.

US Financial Advisors first reported a position in IYW in Q4 2014 and held it in 7 quarters. The position peaked at $6.34M in Q4 2014. 551 funds tracked by Wall St. Rank hold IYW as of Q1 2021.

  • US Financial Advisors reported no remaining iShares US Technology ETF position as of Q1 2021 after selling out during the quarter.
  • US Financial Advisors sold 2,508 iShares US Technology ETF shares in Q1 2021, an estimated $213K.
  • US Financial Advisors first reported a position in iShares US Technology ETF in Q4 2014 and held it in 7 quarters.
  • US Financial Advisors's iShares US Technology ETF position peaked at $6.34M in Q4 2014.
  • 551 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2021.

Based on US Financial Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.