YorkBridge Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-88	Closed	-$4K	–	420
2019 Q2	$4K	Hold	88	–	–	﹤0.01%	672
2019 Q1	$4K	Hold	88	–	–	﹤0.01%	669
2018 Q4	$4K	Hold	88	–	–	﹤0.01%	648
2018 Q3	$4K	Hold	88	–	–	﹤0.01%	672
2018 Q2	$4K	Hold	88	–	–	﹤0.01%	704
2018 Q1	$4K	Hold	88	–	–	﹤0.01%	697
2017 Q4	$4K	Hold	88	–	–	﹤0.01%	726
2017 Q3	$3K	Hold	88	–	–	﹤0.01%	743
2017 Q2	$3K	Hold	88	–	–	﹤0.01%	743
2017 Q1	$3K	Buy	88 +8	+10%	+$260	﹤0.01%	732
2016 Q4	$2K	Buy	+80	New	+$2.39K	﹤0.01%	757

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

RIG

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

LPL Financial San Diego, California $445B AUM 25.58% 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

YorkBridge Wealth Partners's IYW Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares US Technology ETF (IYW) in Q3 2019, closing a stake of 88 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in IYW in Q4 2016 and held it in 11 quarters. The position peaked at $4K in Q2 2019. 374 funds tracked by Wall St. Rank hold IYW as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares US Technology ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 88 iShares US Technology ETF shares in Q3 2019, an estimated $4K.
YorkBridge Wealth Partners first reported a position in iShares US Technology ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares US Technology ETF position peaked at $4K in Q2 2019.
374 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.