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

WFG 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
2017 Q2	$172K	Buy	4,936 +3,392	+220%	+$119K	0.04%	401
2017 Q1	$52K	Sell	1,544 -5,212	-77%	-$169K	0.01%	650
2016 Q4	$203K	Buy	6,756 +4	+0.1%	+$119	0.05%	379
2016 Q3	$201K	Buy	6,752 +168	+3%	+$4.81K	0.05%	372
2016 Q2	$173K	Sell	6,584 -536	-8%	-$14.2K	0.05%	374
2016 Q1	$193K	Buy	7,120 +56	+0.8%	+$1.41K	0.06%	309
2015 Q4	$189K	Sell	7,064 -176	-2%	-$4.75K	0.06%	302
2015 Q3	$179K	Sell	7,240 -708	-9%	-$18.3K	0.06%	316
2015 Q2	$208K	Buy	7,948 +796	+11%	+$21.5K	0.06%	337
2015 Q1	$188K	Sell	7,152 -3,756	-34%	-$98.7K	0.05%	367
2014 Q4	$285K	Buy	10,908 +2,224	+26%	+$56.7K	0.06%	341
2014 Q3	$219K	Buy	8,684 +180	+2%	+$4.5K	0.04%	425
2014 Q2	$206K	Sell	8,504 -1,516	-15%	-$35K	0.04%	438
2014 Q1	$228K	Sell	10,020 -269,732	-96%	-$6.02M	0.05%	405
2013 Q4	$6.18M	Buy	279,752 +24,084	+9%	+$501K	0.88%	16
2013 Q3	$5.04M	Buy	255,668 +61,492	+32%	+$1.19M	0.78%	17
2013 Q2	$3.57M	Buy	+194,176	New	+$3.61M	0.59%	27

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WFG Advisors's IYW Position: Q2 2017 in Review

WFG Advisors increased its iShares US Technology ETF (IYW) stake by 220% in Q2 2017, buying an estimated $119K and bringing the position to 4,936 shares worth $172K. The position accounts for 0.04% of the portfolio, ranked #401.

WFG Advisors first reported a position in IYW in Q2 2013 and has held it in 17 quarters since. The position peaked at $6.18M in Q4 2013. 259 funds tracked by Wall St. Rank hold IYW as of Q2 2017.

WFG Advisors held 4,936 shares of iShares US Technology ETF worth $172K as of Q2 2017.
WFG Advisors bought 3,392 iShares US Technology ETF shares in Q2 2017, an estimated $119K.
iShares US Technology ETF made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #401 holding.
WFG Advisors first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares US Technology ETF position peaked at $6.18M in Q4 2013.
259 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.