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VSR Financial Services’s iShares US Technology ETF IYW Stock Holding History

VSR Financial Services’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
Q2 		– Sell
-33,620
Closed -$882K – 610
2015
Q1 		$882K Buy
+33,620
New +$884K 0.09% 240

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

VSR Financial Services's IYW Position: Q2 2015 in Review

VSR Financial Services sold out of iShares US Technology ETF (IYW) in Q2 2015, closing a stake of 33,620 shares — an estimated $882K sold.

VSR Financial Services first reported a position in IYW in Q1 2015 and held it in 1 quarter. The position peaked at $882K in Q1 2015. 229 funds tracked by Wall St. Rank hold IYW as of Q2 2015.

  • VSR Financial Services reported no remaining iShares US Technology ETF position as of Q2 2015 after selling out during the quarter.
  • VSR Financial Services sold 33,620 iShares US Technology ETF shares in Q2 2015, an estimated $882K.
  • VSR Financial Services first reported a position in iShares US Technology ETF in Q1 2015 and held it in 1 quarter.
  • VSR Financial Services's iShares US Technology ETF position peaked at $882K in Q1 2015.
  • 229 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2015.

Based on VSR Financial Services's 13F filing for Q2 2015, filed 6 Aug 2015.