WI
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WrapManager Inc’s iShares US Technology ETF IYW Stock Holding History

WrapManager Inc’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
Q1 		$7.49M Buy
329,112
+58,572
+22% +$1.31M 7.27% 4
2013
Q4 		$5.98M Buy
270,540
+22,648
+9% +$472K 4.47% 8
2013
Q3 		$4.91M Buy
247,892
+68,192
+38% +$1.32M 4.25% 9
2013
Q2 		$3.31M Buy
+179,700
New +$3.34M 3.4% 13

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WrapManager Inc's IYW Position: Q1 2014 in Review

WrapManager Inc increased its iShares US Technology ETF (IYW) stake by 22% in Q1 2014, buying an estimated $1.31M and bringing the position to 329,112 shares worth $7.49M. The position accounts for 7.27% of the portfolio, ranked #4.

WrapManager Inc first reported a position in IYW in Q2 2013 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold IYW as of Q1 2014.

  • WrapManager Inc held 329,112 shares of iShares US Technology ETF worth $7.49M as of Q1 2014.
  • WrapManager Inc bought 58,572 iShares US Technology ETF shares in Q1 2014, an estimated $1.31M.
  • iShares US Technology ETF made up 7.27% of WrapManager Inc's portfolio in Q1 2014, its #4 holding.
  • WrapManager Inc first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2014.

Based on WrapManager Inc's 13F filing for Q1 2014, filed 23 Apr 2014.