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 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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

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

RIG

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

RJA

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

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

Exchange Capital Management's IYW Position: Q4 2018 in Review

Exchange Capital Management sold out of iShares US Technology ETF (IYW) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Exchange Capital Management first reported a position in IYW in Q2 2016 and held it in 10 quarters. The position peaked at $5K in Q3 2018. 341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

Exchange Capital Management reported no remaining iShares US Technology ETF position as of Q4 2018 after selling out during the quarter.
Exchange Capital Management sold 100 iShares US Technology ETF shares in Q4 2018, an estimated $5K.
Exchange Capital Management first reported a position in iShares US Technology ETF in Q2 2016 and held it in 10 quarters.
Exchange Capital Management's iShares US Technology ETF position peaked at $5K in Q3 2018.
341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.