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American Trust’s iShares US Technology ETF IYW Stock Holding History

American 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
2026
Q2 		$256K Buy
+1,016
New +$233K 0.02% 269
2026
Q1 		– Sell
-1,033
Closed -$206K – 331
2025
Q4 		$206K Sell
1,033
-99
-9% -$19.8K 0.02% 314
2025
Q3 		$222K Buy
+1,132
New +$207K 0.02% 294
2023
Q4 		– Sell
-3,397
Closed -$356K – 302
2023
Q3 		$356K Sell
3,397
-831
-20% -$90.4K 0.03% 191
2023
Q2 		$460K Buy
4,228
+28
+0.7% +$2.75K 0.03% 230
2023
Q1 		$391K Buy
4,200
+436
+12% +$36.6K 0.03% 254
2022
Q4 		$280K Buy
3,764
+128
+4% +$9.79K 0.03% 320
2022
Q3 		$267K Sell
3,636
-1,464
-29% -$124K 0.02% 315
2022
Q2 		$469K Buy
5,100
+1,815
+55% +$161K 0.04% 224
2022
Q1 		$338K Buy
3,285
+332
+11% +$33.9K 0.02% 323
2021
Q4 		$339K Buy
+2,953
New +$328K 0.03% 214

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

American Trust's IYW Position: Q2 2026 in Review

American Trust opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,016 shares worth $256K. The stake represents 0.02% of the portfolio and ranks #269 among its holdings. This is a return to the name: American Trust previously reported a position in IYW as recently as Q4 2025.

American Trust first reported a position in IYW in Q4 2021 and has held it in 11 quarters since. The position peaked at $469K in Q2 2022. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • American Trust held 1,016 shares of iShares US Technology ETF worth $256K as of Q2 2026.
  • iShares US Technology ETF was a new American Trust position in Q2 2026.
  • iShares US Technology ETF made up 0.02% of American Trust's portfolio in Q2 2026, its #269 holding.
  • American Trust first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 11 quarters since.
  • American Trust's iShares US Technology ETF position peaked at $469K in Q2 2022.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.