RAFFA WEALTH MANAGEMENT, LLC’s iShares US Technology ETF IYW Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2018 Q4	–	Sell	-20	Closed	-$970	–	754
2018 Q3	$970	Buy	+20	New	+$945	﹤0.01%	625
2017 Q4	–	Sell	-300	Closed	-$11.2K	–	273
2017 Q3	$11.2K	Hold	300	–	–	﹤0.01%	198
2017 Q2	$10.5K	Hold	300	–	–	﹤0.01%	198
2017 Q1	$10.1K	Hold	300	–	–	﹤0.01%	173
2016 Q4	$9.02K	Hold	300	–	–	﹤0.01%	183
2016 Q3	$8.93K	Hold	300	–	–	﹤0.01%	185
2016 Q2	$7.9K	Hold	300	–	–	﹤0.01%	186
2016 Q1	$8.14K	Hold	300	–	–	﹤0.01%	196
2015 Q4	$8.03K	Hold	300	–	–	﹤0.01%	184
2015 Q3	$7.42K	Hold	300	–	–	﹤0.01%	191
2015 Q2	$7.85K	Hold	300	–	–	﹤0.01%	182
2015 Q1	$7.87K	Hold	300	–	–	﹤0.01%	164
2014 Q4	$7.83K	Hold	300	–	–	﹤0.01%	163
2014 Q3	$7.56K	Hold	300	–	–	0.01%	169
2014 Q2	$7.27K	Hold	300	–	–	0.01%	164
2014 Q1	$6.83K	Hold	300	–	–	0.01%	162
2013 Q4	$7.83K	Buy	+300	New	+$6.25K	﹤0.01%	163

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IYW Position: Q4 2018 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares US Technology ETF (IYW) in Q4 2018, closing a stake of 20 shares — an estimated $970 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IYW in Q4 2013 and held it in 17 quarters. The position peaked at $11.2K in Q3 2017. 341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares US Technology ETF position as of Q4 2018 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 20 iShares US Technology ETF shares in Q4 2018, an estimated $970.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares US Technology ETF in Q4 2013 and held it in 17 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares US Technology ETF position peaked at $11.2K in Q3 2017.
341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2018, filed 27 Jul 2026.