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Woodley Farra Manion Portfolio Management’s iShares US Technology ETF IYW Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-416
Closed -$28K – 251
2020
Q2 		$28K Hold
416
– – ﹤0.01% 207
2020
Q1 		$21K Buy
+416
New +$24.1K ﹤0.01% 225

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IYW Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares US Technology ETF (IYW) in Q3 2020, closing a stake of 416 shares — an estimated $28K sold.

Woodley Farra Manion Portfolio Management first reported a position in IYW in Q1 2020 and held it in 2 quarters. The position peaked at $28K in Q2 2020. 502 funds tracked by Wall St. Rank hold IYW as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares US Technology ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 416 iShares US Technology ETF shares in Q3 2020, an estimated $28K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares US Technology ETF in Q1 2020 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's iShares US Technology ETF position peaked at $28K in Q2 2020.
  • 502 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.