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 $1.66T 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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

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