Chevy Chase Trust

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 $1.66T 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 $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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 $75.1B AUM 31.89% 1-Year Est. Return