Capital Wealth Planning’s iShares US Technology ETF IYW Stock Holding History

Capital Wealth Planning’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	-60,568	Closed	-$3.1M	–	152
2020 Q1	$3.1M	Sell	60,568 -12,448	-17%	-$722K	0.19%	36
2019 Q4	$4.25M	Buy	73,016 +2,460	+3%	+$134K	0.25%	36
2019 Q3	$3.67M	Buy	+70,556	New	+$3.59M	0.23%	37

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

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 Wealth Planning's IYW Position: Q2 2020 in Review

Capital Wealth Planning sold out of iShares US Technology ETF (IYW) in Q2 2020, closing a stake of 60,568 shares — an estimated $3.1M sold.

Capital Wealth Planning first reported a position in IYW in Q3 2019 and held it in 3 quarters. The position peaked at $4.25M in Q4 2019. 473 funds tracked by Wall St. Rank hold IYW as of Q2 2020.

Capital Wealth Planning reported no remaining iShares US Technology ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 60,568 iShares US Technology ETF shares in Q2 2020, an estimated $3.1M.
Capital Wealth Planning first reported a position in iShares US Technology ETF in Q3 2019 and held it in 3 quarters.
Capital Wealth Planning's iShares US Technology ETF position peaked at $4.25M in Q4 2019.
473 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.