ECM
IYW icon

Exchange Capital Management’s iShares US Technology ETF IYW Stock Holding History

Exchange Capital Management’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
2018
Q4 		– Sell
-100
Closed -$5K – 200
2018
Q3 		$5K Hold
100
– – ﹤0.01% 262
2018
Q2 		$4K Hold
100
– – ﹤0.01% 237
2018
Q1 		$4K Hold
100
– – ﹤0.01% 222
2017
Q4 		$4K Hold
100
– – ﹤0.01% 210
2017
Q3 		$4K Hold
100
– – ﹤0.01% 228
2017
Q2 		$3K Sell
100
-4
-4% -$140 ﹤0.01% 219
2017
Q1 		$4K Hold
104
– – ﹤0.01% 195
2016
Q4 		$3K Buy
104
+100
+2,500% +$2.98K ﹤0.01% 184
2016
Q3 		$0 Hold
4
– – ﹤0.01% 252
2016
Q2 		$0 Buy
+4
New +$106 ﹤0.01% 242

Other funds holding IYW

Morgan Stanley
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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return