Bawa N Mallick Trust’s iShares US Technology ETF IYW Stock Holding History

Bawa N Mallick 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	$2.02M	Hold	8,000	–	–	0.65%	31
2026 Q1	$1.45M	Hold	8,000	–	–	0.59%	30
2025 Q4	$1.6M	Hold	8,000	–	–	0.59%	32
2025 Q3	$1.57M	Hold	8,000	–	–	0.59%	32
2025 Q2	$1.39M	Hold	8,000	–	–	0.57%	33
2025 Q1	$1.12M	Hold	8,000	–	–	0.53%	35
2024 Q4	$1.28M	Buy	+8,000	New	+$1.27M	0.56%	35

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

Bawa N Mallick Trust's IYW Position: Q2 2026 in Review

Bawa N Mallick Trust held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 8,000 shares worth $2.02M. The position accounts for 0.65% of the portfolio, ranked #31.

Bawa N Mallick Trust first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. 1,291 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Bawa N Mallick Trust held 8,000 shares of iShares US Technology ETF worth $2.02M as of Q2 2026.
Bawa N Mallick Trust left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.65% of Bawa N Mallick Trust's portfolio in Q2 2026, its #31 holding.
Bawa N Mallick Trust first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
1,291 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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