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Capital Bank & Trust’s iShares US Technology ETF IYW Stock Holding History

Capital Bank & Trust’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
Q2 		– Sell
-1,076
Closed -$55K – 474
2020
Q1 		$55K Buy
+1,076
New +$62.4K ﹤0.01% 400

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Capital Bank & Trust's IYW Position: Q2 2020 in Review

Capital Bank & Trust sold out of iShares US Technology ETF (IYW) in Q2 2020, closing a stake of 1,076 shares — an estimated $55K sold.

Capital Bank & Trust first reported a position in IYW in Q1 2020 and held it in 1 quarter. The position peaked at $55K in Q1 2020. 473 funds tracked by Wall St. Rank hold IYW as of Q2 2020.

  • Capital Bank & Trust reported no remaining iShares US Technology ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 1,076 iShares US Technology ETF shares in Q2 2020, an estimated $55K.
  • Capital Bank & Trust first reported a position in iShares US Technology ETF in Q1 2020 and held it in 1 quarter.
  • Capital Bank & Trust's iShares US Technology ETF position peaked at $55K in Q1 2020.
  • 473 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.