Winfield Associates’s iShares US Technology ETF IYW Stock Holding History

Winfield Associates’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	-100	Closed	-$5K	–	382
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	519
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	526
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	627
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	538
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	508
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	487
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	476
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	446
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	282
2015 Q3	$2K	Hold	100	–	–	﹤0.01%	288
2015 Q2	$3K	Buy	+100	New	+$2.7K	﹤0.01%	268

Other funds holding IYW

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return