Whitney & Co’s iShares US Technology ETF IYW Stock Holding History

Whitney & Co’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	-24	Closed	-$1K	–	275
2018 Q3	$1K	Hold	24	–	–	﹤0.01%	507
2018 Q2	$1K	Hold	24	–	–	﹤0.01%	311
2018 Q1	$1K	Buy	+24	New	+$1.03K	﹤0.01%	301

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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

RIG

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

Whitney & Co's IYW Position: Q4 2018 in Review

Whitney & Co sold out of iShares US Technology ETF (IYW) in Q4 2018, closing a stake of 24 shares — an estimated $1K sold.

Whitney & Co first reported a position in IYW in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

Whitney & Co reported no remaining iShares US Technology ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 24 iShares US Technology ETF shares in Q4 2018, an estimated $1K.
Whitney & Co first reported a position in iShares US Technology ETF in Q1 2018 and held it in 3 quarters.
Whitney & Co's iShares US Technology ETF position peaked at $1K in Q3 2018.
341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.