IFC Holdings’s iShares US Technology ETF IYW Stock Holding History

IFC Holdings’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 Q1	–	Sell	-9,396	Closed	-$378K	–	219
2017 Q4	$378K	Sell	9,396 -5,348	-36%	-$214K	0.03%	352
2017 Q3	$555K	Sell	14,744 -1,260	-8%	-$46.2K	0.04%	288
2017 Q2	$560K	Buy	16,004 +6,072	+61%	+$213K	0.04%	278
2017 Q1	$335K	Buy	9,932 +2,148	+28%	+$69.7K	0.03%	326
2016 Q4	$233K	Buy	7,784 +12	+0.2%	+$358	0.02%	359
2016 Q3	$231K	Sell	7,772 -208	-3%	-$5.96K	0.02%	342
2016 Q2	$211K	Buy	7,980 +24	+0.3%	+$634	0.02%	349
2016 Q1	$216K	Sell	7,956 -10,060	-56%	-$254K	0.03%	334
2015 Q4	$483K	Buy	+18,016	New	+$486K	0.06%	208
2014 Q1	–	Sell	-77,604	Closed	-$1.71M	–	340
2013 Q4	$1.71M	Sell	77,604 -40,564	-34%	-$845K	0.36%	68
2013 Q3	$2.34M	Buy	118,168 +1,304	+1%	+$25.3K	0.51%	43
2013 Q2	$2.15M	Buy	+116,864	New	+$2.17M	0.51%	55

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IFC Holdings's IYW Position: Q1 2018 in Review

IFC Holdings sold out of iShares US Technology ETF (IYW) in Q1 2018, closing a stake of 9,396 shares — an estimated $378K sold.

IFC Holdings first reported a position in IYW in Q2 2013 and held it in 12 quarters. The position peaked at $2.34M in Q3 2013. 333 funds tracked by Wall St. Rank hold IYW as of Q1 2018.

IFC Holdings reported no remaining iShares US Technology ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 9,396 iShares US Technology ETF shares in Q1 2018, an estimated $378K.
IFC Holdings first reported a position in iShares US Technology ETF in Q2 2013 and held it in 12 quarters.
IFC Holdings's iShares US Technology ETF position peaked at $2.34M in Q3 2013.
333 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.