Global Financial Private Capital’s iShares US Technology ETF IYW Stock Holding History

Global Financial Private Capital’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	-9,800	Closed	-$485K	–	422
2019 Q2	$485K	Buy	+9,800	New	+$479K	0.02%	231
2018 Q4	–	Sell	-15,532	Closed	-$753K	–	426
2018 Q3	$753K	Buy	+15,532	New	+$734K	0.03%	320
2018 Q2	–	Sell	-10,780	Closed	-$453K	–	559
2018 Q1	$453K	Hold	10,780	–	–	0.02%	370
2017 Q4	$439K	Sell	10,780 -252	-2%	-$10.1K	0.02%	366
2017 Q3	$413K	Buy	+11,032	New	+$404K	0.01%	349

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

Global Financial Private Capital's IYW Position: Q3 2019 in Review

Global Financial Private Capital sold out of iShares US Technology ETF (IYW) in Q3 2019, closing a stake of 9,800 shares — an estimated $485K sold.

Global Financial Private Capital first reported a position in IYW in Q3 2017 and held it in 5 quarters. The position peaked at $753K in Q3 2018. 374 funds tracked by Wall St. Rank hold IYW as of Q3 2019.

Global Financial Private Capital reported no remaining iShares US Technology ETF position as of Q3 2019 after selling out during the quarter.
Global Financial Private Capital sold 9,800 iShares US Technology ETF shares in Q3 2019, an estimated $485K.
Global Financial Private Capital first reported a position in iShares US Technology ETF in Q3 2017 and held it in 5 quarters.
Global Financial Private Capital's iShares US Technology ETF position peaked at $753K in Q3 2018.
374 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2019.

Based on Global Financial Private Capital's 13F filing for Q3 2019, filed 13 Nov 2019.