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

Whitener 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 Q4	–	Sell	-320	Closed	-$16K	–	285
2019 Q3	$16K	Hold	320	–	–	0.01%	314
2019 Q2	$15K	Hold	320	–	–	0.01%	306
2019 Q1	$15K	Hold	320	–	–	0.01%	302
2018 Q4	$12K	Hold	320	–	–	0.01%	303
2018 Q3	$15K	Buy	+320	New	+$15.1K	0.01%	295
2018 Q2	–	Sell	-320	Closed	-$13K	–	264
2018 Q1	$13K	Hold	320	–	–	0.01%	311
2017 Q4	$13K	Buy	+320	New	+$12.8K	0.01%	297

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

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

RJA

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

Whitener Capital Management's IYW Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares US Technology ETF (IYW) in Q4 2019, closing a stake of 320 shares — an estimated $16K sold.

Whitener Capital Management first reported a position in IYW in Q4 2017 and held it in 7 quarters. The position peaked at $16K in Q3 2019. 451 funds tracked by Wall St. Rank hold IYW as of Q4 2019.

Whitener Capital Management reported no remaining iShares US Technology ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 320 iShares US Technology ETF shares in Q4 2019, an estimated $16K.
Whitener Capital Management first reported a position in iShares US Technology ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares US Technology ETF position peaked at $16K in Q3 2019.
451 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.