TC
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Trust Company’s iShares US Technology ETF IYW Stock Holding History

Trust Company’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
2017
Q2 		– Sell
-336
Closed -$11K – 336
2017
Q1 		$11K Sell
336
-500
-60% -$16.2K 0.01% 283
2016
Q4 		$25K Sell
836
-1,676
-67% -$50K 0.01% 223
2016
Q3 		$75K Sell
2,512
-3,752
-60% -$108K 0.03% 156
2016
Q2 		$165K Sell
6,264
-364
-5% -$9.61K 0.06% 114
2016
Q1 		$180K Sell
6,628
-13,104
-66% -$331K 0.08% 111
2015
Q4 		$528K Buy
19,732
+14,860
+305% +$401K 0.24% 67
2015
Q3 		$120K Sell
4,872
-308
-6% -$7.96K 0.07% 108
2015
Q2 		$136K Sell
5,180
-52
-1% -$1.4K 0.09% 126
2015
Q1 		$137K Buy
+5,232
New +$137K 0.09% 111

Other funds holding IYW

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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
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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return