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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

American Trust's IYW Position: Q1 2026 in Review

American Trust sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 1,033 shares — an estimated $206K sold.

American Trust first reported a position in IYW in Q4 2021 and held it in 10 quarters. The position peaked at $469K in Q2 2022. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

American Trust reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
American Trust sold 1,033 iShares US Technology ETF shares in Q1 2026, an estimated $206K.
American Trust first reported a position in iShares US Technology ETF in Q4 2021 and held it in 10 quarters.
American Trust's iShares US Technology ETF position peaked at $469K in Q2 2022.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.