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Windhaven Investment Management’s iShares US Technology ETF IYW Stock Holding History

Windhaven Investment Management’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
2014
Q2 		– Sell
-9,112
Closed -$205K – 47
2014
Q1 		$205K Buy
+9,112
New +$203K ﹤0.01% 39

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

Windhaven Investment Management's IYW Position: Q2 2014 in Review

Windhaven Investment Management sold out of iShares US Technology ETF (IYW) in Q2 2014, closing a stake of 9,112 shares — an estimated $205K sold.

Windhaven Investment Management first reported a position in IYW in Q1 2014 and held it in 1 quarter. The position peaked at $205K in Q1 2014. 202 funds tracked by Wall St. Rank hold IYW as of Q2 2014.

  • Windhaven Investment Management reported no remaining iShares US Technology ETF position as of Q2 2014 after selling out during the quarter.
  • Windhaven Investment Management sold 9,112 iShares US Technology ETF shares in Q2 2014, an estimated $205K.
  • Windhaven Investment Management first reported a position in iShares US Technology ETF in Q1 2014 and held it in 1 quarter.
  • Windhaven Investment Management's iShares US Technology ETF position peaked at $205K in Q1 2014.
  • 202 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2014.

Based on Windhaven Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.