Winslow Evans & Crocker’s iShares US Technology ETF IYW Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$68K	Hold	800	–	–	0.01%	527
2020 Q3	$60K	Hold	800	–	–	0.01%	432
2020 Q2	$54K	Hold	800	–	–	0.01%	450
2020 Q1	$42K	Hold	800	–	–	0.01%	453
2019 Q4	$48K	Hold	800	–	–	0.01%	508
2019 Q3	$42K	Hold	800	–	–	0.01%	523
2019 Q2	$40K	Hold	800	–	–	0.01%	557
2019 Q1	$40K	Hold	800	–	–	0.01%	541
2018 Q4	$32K	Hold	800	–	–	0.01%	542
2018 Q3	$40K	Hold	800	–	–	0.01%	528
2018 Q2	$36K	Hold	800	–	–	0.01%	558
2018 Q1	$33.6K	Hold	800	–	–	0.01%	559
2017 Q4	$32.6K	Hold	800	–	–	0.01%	571
2017 Q3	$30K	Hold	800	–	–	0.01%	578
2017 Q2	$27.9K	Hold	800	–	–	0.01%	686
2017 Q1	$27K	Hold	800	–	–	0.01%	672
2016 Q4	$24.1K	Hold	800	–	–	0.01%	685
2016 Q3	$23.8K	Hold	800	–	–	0.01%	697
2016 Q2	$21.1K	Hold	800	–	–	0.01%	687
2016 Q1	$21.7K	Sell	800 -1,200	-60%	-$30.3K	0.01%	683
2015 Q4	$53.5K	Hold	2,000	–	–	0.02%	520
2015 Q3	$49.5K	Hold	2,000	–	–	0.02%	520
2015 Q2	$52.3K	Hold	2,000	–	–	0.01%	543
2015 Q1	$52.5K	Sell	2,000 -73,376	-97%	-$1.93M	0.01%	540
2014 Q4	$1.97M	Buy	75,376 +34,056	+82%	+$869K	0.56%	44
2014 Q3	$1.04M	Sell	41,320 -816	-2%	-$20.4K	0.3%	79
2014 Q2	$1.02M	Sell	42,136 -25,384	-38%	-$586K	0.34%	81
2014 Q1	$1.54M	Buy	67,520 +19,544	+41%	+$436K	0.53%	46
2013 Q4	$1.06M	Buy	+47,976	New	+$999K	0.36%	60

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RIG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winslow Evans & Crocker's IYW Position: Q4 2020 in Review

Winslow Evans & Crocker held its iShares US Technology ETF (IYW) position steady in Q4 2020 at 800 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #527.

Winslow Evans & Crocker first reported a position in IYW in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.97M in Q4 2014. 563 funds tracked by Wall St. Rank hold IYW as of Q4 2020.

Winslow Evans & Crocker held 800 shares of iShares US Technology ETF worth $68K as of Q4 2020.
Winslow Evans & Crocker left its iShares US Technology ETF share count unchanged in Q4 2020.
iShares US Technology ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #527 holding.
Winslow Evans & Crocker first reported a position in iShares US Technology ETF in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's iShares US Technology ETF position peaked at $1.97M in Q4 2014.
563 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.