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

Vigilant 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 Q3	–	Sell	-1,000	Closed	-$49K	–	400
2019 Q2	$49K	Hold	1,000	–	–	0.01%	245
2019 Q1	$48K	Buy	+1,000	New	+$44.5K	0.01%	250

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

Vigilant Capital Management's IYW Position: Q3 2019 in Review

Vigilant Capital Management sold out of iShares US Technology ETF (IYW) in Q3 2019, closing a stake of 1,000 shares — an estimated $49K sold.

Vigilant Capital Management first reported a position in IYW in Q1 2019 and held it in 2 quarters. The position peaked at $49K in Q2 2019. 374 funds tracked by Wall St. Rank hold IYW as of Q3 2019.

Vigilant Capital Management reported no remaining iShares US Technology ETF position as of Q3 2019 after selling out during the quarter.
Vigilant Capital Management sold 1,000 iShares US Technology ETF shares in Q3 2019, an estimated $49K.
Vigilant Capital Management first reported a position in iShares US Technology ETF in Q1 2019 and held it in 2 quarters.
Vigilant Capital Management's iShares US Technology ETF position peaked at $49K in Q2 2019.
374 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2019.

Based on Vigilant Capital Management's 13F filing for Q3 2019, filed 16 Oct 2019.