SOL Capital Management’s iShares US Technology ETF IYW Stock Holding History

SOL Capital Management’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 Q2	–	Sell	-4,400	Closed	-$210K	–	245
2019 Q1	$210K	Buy	+4,400	New	+$196K	0.06%	232
2018 Q4	–	Sell	-4,400	Closed	-$213K	–	241
2018 Q3	$213K	Sell	4,400 -400	-8%	-$18.9K	0.06%	234
2018 Q2	$214K	Sell	4,800 -1,600	-25%	-$70.8K	0.06%	232
2018 Q1	$269K	Sell	6,400 -800	-11%	-$34.4K	0.08%	212
2017 Q4	$293K	Sell	7,200 -400	-5%	-$16K	0.08%	204
2017 Q3	$285K	Sell	7,600 -2,860	-27%	-$105K	0.08%	213
2017 Q2	$365K	Hold	10,460	–	–	0.1%	186
2017 Q1	$353K	Hold	10,460	–	–	0.1%	185
2016 Q4	$314K	Hold	10,460	–	–	0.09%	186
2016 Q3	$311K	Hold	10,460	–	–	0.1%	172
2016 Q2	$275K	Buy	+10,460	New	+$276K	0.09%	173

Other funds holding IYW

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

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

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return