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

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

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

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

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. 310 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.
310 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.