Bell Bank’s iShares US Technology ETF IYW Stock Holding History

Bell Bank’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	$358K	Buy	1,418 +28	+2%	+$6.43K	0.01%	150
2026 Q1	$252K	Hold	1,390	–	–	0.01%	164
2025 Q4	$278K	Hold	1,390	–	–	0.01%	161
2025 Q3	$272K	Hold	1,390	–	–	0.01%	173
2025 Q2	$241K	Buy	+1,390	New	+$211K	0.01%	186
2025 Q1	–	Sell	-1,390	Closed	-$222K	–	192
2024 Q4	$222K	Hold	1,390	–	–	0.02%	182
2024 Q3	$211K	Hold	1,390	–	–	0.02%	170
2024 Q2	$209K	Buy	+1,390	New	+$192K	0.02%	184

Other funds holding IYW

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bell Bank's IYW Position: Q2 2026 in Review

Bell Bank increased its iShares US Technology ETF (IYW) stake by 2% in Q2 2026, buying an estimated $6.43K and bringing the position to 1,418 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #150.

Bell Bank first reported a position in IYW in Q2 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Bell Bank held 1,418 shares of iShares US Technology ETF worth $358K as of Q2 2026.
Bell Bank bought 28 iShares US Technology ETF shares in Q2 2026, an estimated $6.43K.
iShares US Technology ETF made up 0.01% of Bell Bank's portfolio in Q2 2026, its #150 holding.
Bell Bank first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 8 quarters since.
268 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.