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Blue Trust Inc’s iShares US Technology ETF IYW Stock Holding History

Blue Trust Inc’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 		$1.65M Sell
6,539
-2,440
-27% -$560K 0.02% 212
2026
Q1 		$1.63M Sell
8,979
-198
-2% -$38.3K 0.02% 219
2025
Q4 		$1.83M Sell
9,177
-1,175
-11% -$235K 0.02% 202
2025
Q3 		$2.03M Sell
10,352
-36,475
-78% -$6.67M 0.02% 181
2025
Q2 		$8.11M Sell
46,827
-8,569
-15% -$1.3M 0.1% 71
2025
Q1 		$7.78M Buy
55,396
+1,451
+3% +$226K 0.1% 66
2024
Q4 		$8.61M Sell
53,945
-13,847
-20% -$2.19M 0.11% 61
2024
Q3 		$10.2M Sell
67,792
-2,617
-4% -$385K 0.13% 58
2024
Q2 		$9.51M Buy
70,409
+162
+0.2% +$22.4K 0.13% 53
2024
Q1 		$9.49M Buy
70,247
+19,368
+38% +$2.52M 0.13% 51
2023
Q4 		$5.34M Sell
50,879
-62,386
-55% -$7.07M 0.09% 54
2023
Q3 		$12.3M Sell
113,265
-5,619
-5% -$611K 0.19% 41
2023
Q2 		$11M Buy
118,884
+21,577
+22% +$2.12M 0.18% 46
2023
Q1 		$7.25M Buy
+97,307
New +$8.17M 0.12% 58

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Blue Trust Inc's IYW Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares US Technology ETF (IYW) stake by 27% in Q2 2026, selling an estimated $560K and leaving 6,539 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #212.

Blue Trust Inc first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.3M in Q3 2023. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Blue Trust Inc held 6,539 shares of iShares US Technology ETF worth $1.65M as of Q2 2026.
  • Blue Trust Inc sold 2,440 iShares US Technology ETF shares in Q2 2026, an estimated $560K.
  • iShares US Technology ETF made up 0.02% of Blue Trust Inc's portfolio in Q2 2026, its #212 holding.
  • Blue Trust Inc first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
  • Blue Trust Inc's iShares US Technology ETF position peaked at $12.3M in Q3 2023.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.