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

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 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. 232 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.
232 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.