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

Arlington 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
2025 Q4	–	Sell	-688	Closed	-$135K	–	537
2025 Q3	$135K	Hold	688	–	–	0.02%	234
2025 Q2	$119K	Hold	688	–	–	0.02%	243
2025 Q1	$96.6K	Hold	688	–	–	0.02%	267
2024 Q4	$110K	Hold	688	–	–	0.02%	256
2024 Q3	$104K	Hold	688	–	–	0.02%	252
2024 Q2	$104K	Buy	+688	New	+$95.1K	0.02%	250
2024 Q1	–	Sell	-15	Closed	-$1.84K	–	696
2023 Q4	$1.84K	Buy	+15	New	+$1.7K	﹤0.01%	646

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Arlington Trust's IYW Position: Q4 2025 in Review

Arlington Trust sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 688 shares — an estimated $135K sold.

Arlington Trust first reported a position in IYW in Q4 2023 and held it in 7 quarters. The position peaked at $135K in Q3 2025. 1,254 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Arlington Trust reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Arlington Trust sold 688 iShares US Technology ETF shares in Q4 2025, an estimated $135K.
Arlington Trust first reported a position in iShares US Technology ETF in Q4 2023 and held it in 7 quarters.
Arlington Trust's iShares US Technology ETF position peaked at $135K in Q3 2025.
1,254 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Arlington Trust's 13F filing for Q4 2025, filed 30 Jan 2026.