Old North State Trust’s iShares US Technology ETF IYW Stock Holding History

Old North State Trust’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
2019 Q1	–	Sell	-284	Closed	-$11K	–	388
2018 Q4	$11K	Buy	+284	New	+$12.3K	0.01%	295

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Old North State Trust's IYW Position: Q1 2019 in Review

Old North State Trust sold out of iShares US Technology ETF (IYW) in Q1 2019, closing a stake of 284 shares — an estimated $11K sold.

Old North State Trust first reported a position in IYW in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 370 funds tracked by Wall St. Rank hold IYW as of Q1 2019.

Old North State Trust reported no remaining iShares US Technology ETF position as of Q1 2019 after selling out during the quarter.
Old North State Trust sold 284 iShares US Technology ETF shares in Q1 2019, an estimated $11K.
Old North State Trust first reported a position in iShares US Technology ETF in Q4 2018 and held it in 1 quarter.
Old North State Trust's iShares US Technology ETF position peaked at $11K in Q4 2018.
370 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2019.

Based on Old North State Trust's 13F filing for Q1 2019, filed 10 Apr 2019.