Vestor Capital’s iShares US Technology ETF IYW Stock Holding History

Vestor 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
2020 Q1	–	Sell	-932	Closed	-$54K	–	150
2019 Q4	$54K	Hold	932	–	–	0.01%	141
2019 Q3	$48K	Hold	932	–	–	0.01%	126
2019 Q2	$46K	Hold	932	–	–	0.01%	120
2019 Q1	$44K	Sell	932 -180	-16%	-$8K	0.01%	136
2018 Q4	$44K	Hold	1,112	–	–	0.01%	112
2018 Q3	$54K	Hold	1,112	–	–	0.01%	103
2018 Q2	$50K	Hold	1,112	–	–	0.01%	109
2018 Q1	$47K	Hold	1,112	–	–	0.01%	114
2017 Q4	$45K	Buy	+1,112	New	+$44.6K	0.01%	112
2017 Q1	–	Sell	-1,772	Closed	-$53K	–	157
2016 Q4	$53K	Buy	+1,772	New	+$52.8K	0.01%	87
2015 Q4	–	Sell	-2,220	Closed	-$55K	–	104
2015 Q3	$55K	Hold	2,220	–	–	0.02%	95
2015 Q2	$58K	Hold	2,220	–	–	0.02%	93
2015 Q1	$58K	Hold	2,220	–	–	0.02%	85
2014 Q4	$58K	Buy	+2,220	New	+$56.6K	0.02%	97

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vestor Capital's IYW Position: Q1 2020 in Review

Vestor Capital sold out of iShares US Technology ETF (IYW) in Q1 2020, closing a stake of 932 shares — an estimated $54K sold.

Vestor Capital first reported a position in IYW in Q4 2014 and held it in 14 quarters. The position peaked at $58K in Q2 2015. 422 funds tracked by Wall St. Rank hold IYW as of Q1 2020.

Vestor Capital reported no remaining iShares US Technology ETF position as of Q1 2020 after selling out during the quarter.
Vestor Capital sold 932 iShares US Technology ETF shares in Q1 2020, an estimated $54K.
Vestor Capital first reported a position in iShares US Technology ETF in Q4 2014 and held it in 14 quarters.
Vestor Capital's iShares US Technology ETF position peaked at $58K in Q2 2015.
422 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2020.

Based on Vestor Capital's 13F filing for Q1 2020, filed 14 May 2020.