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

Adirondack 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
2026 Q2	$165K	Hold	654	–	–	0.05%	165
2026 Q1	$119K	Hold	654	–	–	0.04%	185
2025 Q4	$131K	Buy	654 +252	+63%	+$50.4K	0.04%	175
2025 Q3	$78.7K	Hold	402	–	–	0.03%	208
2025 Q2	$69.7K	Hold	402	–	–	0.03%	211
2025 Q1	$56.5K	Hold	402	–	–	0.02%	229
2024 Q4	$64.1K	Hold	402	–	–	0.02%	216
2024 Q3	$61K	Hold	402	–	–	0.02%	229
2024 Q2	$60.5K	Hold	402	–	–	0.02%	225
2024 Q1	$54.3K	Hold	402	–	–	0.02%	236
2023 Q4	$53.6K	Hold	402	–	–	0.02%	229
2023 Q3	$42.2K	Sell	402 -48	-11%	-$5.22K	0.02%	233
2023 Q2	$51.2K	Hold	450	–	–	0.02%	207
2023 Q1	$41.8K	Hold	450	–	–	0.02%	218
2022 Q4	$33.5K	Buy	+450	New	+$34.4K	0.02%	226

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Adirondack Trust Company's IYW Position: Q2 2026 in Review

Adirondack Trust Company held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 654 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #165.

Adirondack Trust Company first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Adirondack Trust Company held 654 shares of iShares US Technology ETF worth $165K as of Q2 2026.
Adirondack Trust Company left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.05% of Adirondack Trust Company's portfolio in Q2 2026, its #165 holding.
Adirondack Trust Company first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.