Evercore Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,800	Closed	-$344K	–	432
2023 Q4	$344K	Hold	2,800	–	–	0.01%	319
2023 Q3	$294K	Buy	+2,800	New	+$304K	0.01%	322
2021 Q3	–	Sell	-3,200	Closed	-$318K	–	422
2021 Q2	$318K	Hold	3,200	–	–	0.01%	358
2021 Q1	$281K	Hold	3,200	–	–	0.01%	372
2020 Q4	$272K	Hold	3,200	–	–	0.01%	375
2020 Q3	$241K	Hold	3,200	–	–	0.01%	339
2020 Q2	$216K	Buy	+3,200	New	+$193K	0.01%	349
2018 Q1	–	Sell	-800	Closed	-$33K	–	575
2017 Q4	$33K	Hold	800	–	–	﹤0.01%	640
2017 Q3	$30K	Hold	800	–	–	﹤0.01%	636
2017 Q2	$28K	Hold	800	–	–	﹤0.01%	664
2017 Q1	$27K	Hold	800	–	–	﹤0.01%	708
2016 Q4	$24K	Hold	800	–	–	﹤0.01%	727
2016 Q3	$24K	Hold	800	–	–	﹤0.01%	741
2016 Q2	$21K	Hold	800	–	–	﹤0.01%	747
2016 Q1	$22K	Hold	800	–	–	﹤0.01%	706
2015 Q4	$21K	Hold	800	–	–	﹤0.01%	757
2015 Q3	$20K	Hold	800	–	–	﹤0.01%	739
2015 Q2	$20K	Sell	800 -416	-34%	-$11.2K	﹤0.01%	793
2015 Q1	$31K	Buy	+1,216	New	+$32K	﹤0.01%	708
2014 Q4	–	Sell	-1,216	Closed	-$30K	–	932
2014 Q3	$30K	Hold	1,216	–	–	﹤0.01%	679
2014 Q2	$30K	Hold	1,216	–	–	﹤0.01%	677
2014 Q1	$27K	Hold	1,216	–	–	﹤0.01%	702
2013 Q4	$27K	Hold	1,216	–	–	﹤0.01%	643
2013 Q3	$24K	Sell	1,216 -920	-43%	-$17.9K	﹤0.01%	658
2013 Q2	$39K	Buy	+2,136	New	+$39.7K	﹤0.01%	596