Chevy Chase Trust’s iShares US Technology ETF IYW Stock Holding History

Chevy Chase Trust’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
2022 Q2	–	Sell	-2,178	Closed	-$224K	–	639
2022 Q1	$224K	Sell	2,178 -404	-16%	-$41.3K	﹤0.01%	636
2021 Q4	$296K	Sell	2,582 -15	-0.6%	-$1.67K	﹤0.01%	644
2021 Q3	$263K	Hold	2,597	–	–	﹤0.01%	639
2021 Q2	$258K	Buy	+2,597	New	+$242K	﹤0.01%	649
2020 Q1	–	Sell	-2,840	Closed	-$165K	–	822
2019 Q4	$165K	Buy	+2,840	New	+$154K	﹤0.01%	676
2019 Q2	–	Sell	-4,164	Closed	-$211K	–	651
2019 Q1	$211K	Sell	4,164 -820	-16%	-$36.5K	﹤0.01%	644
2018 Q4	$199K	Buy	4,984 +280	+6%	+$12.1K	﹤0.01%	657
2018 Q3	$228K	Sell	4,704 -832	-15%	-$39.3K	﹤0.01%	636
2018 Q2	$247K	Sell	5,536 -88	-2%	-$3.89K	﹤0.01%	634
2018 Q1	$237K	Sell	5,624 -5,380	-49%	-$232K	﹤0.01%	627
2017 Q4	$448K	Buy	+11,004	New	+$441K	﹤0.01%	599

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

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

RJA

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

Chevy Chase Trust's IYW Position: Q2 2022 in Review

Chevy Chase Trust sold out of iShares US Technology ETF (IYW) in Q2 2022, closing a stake of 2,178 shares — an estimated $224K sold.

Chevy Chase Trust first reported a position in IYW in Q4 2017 and held it in 11 quarters. The position peaked at $448K in Q4 2017. 631 funds tracked by Wall St. Rank hold IYW as of Q2 2022.

Chevy Chase Trust reported no remaining iShares US Technology ETF position as of Q2 2022 after selling out during the quarter.
Chevy Chase Trust sold 2,178 iShares US Technology ETF shares in Q2 2022, an estimated $224K.
Chevy Chase Trust first reported a position in iShares US Technology ETF in Q4 2017 and held it in 11 quarters.
Chevy Chase Trust's iShares US Technology ETF position peaked at $448K in Q4 2017.
631 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2022.

Based on Chevy Chase Trust's 13F filing for Q2 2022, filed 10 Aug 2022.