Evercore Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-556	Closed	-$41K	–	572
2017 Q4	$41K	Hold	556	–	–	﹤0.01%	613
2017 Q3	$39K	Hold	556	–	–	﹤0.01%	607
2017 Q2	$37K	Hold	556	–	–	﹤0.01%	620
2017 Q1	$35K	Hold	556	–	–	﹤0.01%	661
2016 Q4	$34K	Hold	556	–	–	﹤0.01%	668
2016 Q3	$32K	Hold	556	–	–	﹤0.01%	695
2016 Q2	$31K	Hold	556	–	–	﹤0.01%	681
2016 Q1	$30K	Hold	556	–	–	﹤0.01%	658
2015 Q4	$29K	Hold	556	–	–	﹤0.01%	696
2015 Q3	$26K	Hold	556	–	–	﹤0.01%	685
2015 Q2	$30K	Sell	556 -288	-34%	-$15.6K	﹤0.01%	721
2015 Q1	$46K	Buy	+844	New	+$45.2K	﹤0.01%	641
2014 Q4	–	Sell	-844	Closed	-$43K	–	930
2014 Q3	$43K	Hold	844	–	–	﹤0.01%	634
2014 Q2	$43K	Hold	844	–	–	﹤0.01%	636
2014 Q1	$42K	Hold	844	–	–	﹤0.01%	619
2013 Q4	$43K	Hold	844	–	–	﹤0.01%	581
2013 Q3	$39K	Hold	844	–	–	﹤0.01%	594
2013 Q2	$36K	Buy	+844	New	+$34.9K	﹤0.01%	604