Baldwin Investment Management’s iShares US Technology ETF IYW Stock Holding History

Baldwin Investment Management’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	$487K	Hold	1,930	–	–	0.05%	164
2026 Q1	$350K	Hold	1,930	–	–	0.04%	177
2025 Q4	$385K	Hold	1,930	–	–	0.04%	168
2025 Q3	$378K	Sell	1,930 -100	-5%	-$18.3K	0.04%	169
2025 Q2	$352K	Hold	2,030	–	–	0.04%	174
2025 Q1	$285K	Hold	2,030	–	–	0.03%	181
2024 Q4	$324K	Hold	2,030	–	–	0.04%	171
2024 Q3	$308K	Hold	2,030	–	–	0.04%	183
2024 Q2	$306K	Hold	2,030	–	–	0.04%	178
2024 Q1	$274K	Hold	2,030	–	–	0.04%	190
2023 Q4	$249K	Sell	2,030 -400	-16%	-$45.3K	0.04%	183
2023 Q3	$255K	Hold	2,430	–	–	0.04%	175
2023 Q2	$265K	Sell	2,430 -70	-3%	-$6.88K	0.04%	175
2023 Q1	$232K	Buy	+2,500	New	+$210K	0.04%	187
2022 Q2	–	Sell	-2,500	Closed	-$258	–	221
2022 Q1	$258	Hold	2,500	–	–	0.04%	221
2021 Q4	$287	Sell	2,500 -100	-4%	-$11.1K	0.04%	207
2021 Q3	$263K	Hold	2,600	–	–	0.05%	214
2021 Q2	$258K	Hold	2,600	–	–	0.04%	216
2021 Q1	$228K	Hold	2,600	–	–	0.04%	224
2020 Q4	$221K	Buy	+2,600	New	+$208K	0.04%	219

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 22.96% 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

Baldwin Investment Management's IYW Position: Q2 2026 in Review

Baldwin Investment Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,930 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #164.

Baldwin Investment Management first reported a position in IYW in Q4 2020 and has held it in 20 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Baldwin Investment Management held 1,930 shares of iShares US Technology ETF worth $487K as of Q2 2026.
Baldwin Investment Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.05% of Baldwin Investment Management's portfolio in Q2 2026, its #164 holding.
Baldwin Investment Management first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 20 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.