Ashburton (Jersey)’s iShares US Technology ETF IYW Stock Holding History

Ashburton (Jersey)’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	-2,320	Closed	-$111K	–	111
2019 Q1	$111K	Hold	2,320	–	–	0.06%	32
2018 Q4	$93	Hold	2,320	–	–	0.04%	46
2018 Q3	$113	Hold	2,320	–	–	0.04%	57
2018 Q2	$103K	Buy	+2,320	New	+$103K	0.04%	55
2017 Q4	–	Sell	-360	Closed	-$13K	–	84
2017 Q3	$13K	Buy	+360	New	+$13.2K	0.01%	81

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 $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 $75B AUM 31.89% 1-Year Est. Return