Bremer Bank National Association’s iShares US Technology ETF IYW Stock Holding History

Bremer Bank National Association’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
2025 Q1	$293K	Hold	2,088	–	–	0.05%	142
2024 Q4	$333K	Hold	2,088	–	–	0.07%	127
2024 Q3	$317K	Hold	2,088	–	–	0.06%	145
2024 Q2	$314K	Hold	2,088	–	–	0.06%	146
2024 Q1	$282K	Hold	2,088	–	–	0.05%	161
2023 Q4	$256K	Hold	2,088	–	–	0.05%	168
2023 Q3	$219K	Sell	2,088 -743	-26%	-$80.8K	0.04%	183
2023 Q2	$308K	Sell	2,831 -509	-15%	-$50K	0.06%	165
2023 Q1	$310K	Sell	3,340 -41	-1%	-$3.44K	0.06%	161
2022 Q4	$252K	Sell	3,381 -25	-0.7%	-$1.91K	0.05%	185
2022 Q3	$250K	Hold	3,406	–	–	0.06%	170
2022 Q2	$272K	Sell	3,406 -39	-1%	-$3.45K	0.05%	184
2022 Q1	$355K	Sell	3,445 -81	-2%	-$8.27K	0.06%	167
2021 Q4	$405K	Sell	3,526 -93	-3%	-$10.3K	0.07%	158
2021 Q3	$366K	Sell	3,619 -433	-11%	-$45.2K	0.07%	150
2021 Q2	$403K	Hold	4,052	–	–	0.09%	144
2021 Q1	$355K	Sell	4,052 -604	-13%	-$52.9K	0.08%	154
2020 Q4	$396K	Sell	4,656 -140	-3%	-$11.2K	0.09%	142
2020 Q3	$361K	Hold	4,796	–	–	0.1%	143
2020 Q2	$323K	Sell	4,796 -1,540	-24%	-$92.9K	0.09%	143
2020 Q1	$324K	Hold	6,336	–	–	0.09%	145
2019 Q4	$369K	Sell	6,336 -724	-10%	-$39.4K	0.08%	164
2019 Q3	$361K	Hold	7,060	–	–	0.08%	167
2019 Q2	$350K	Hold	7,060	–	–	0.08%	183
2019 Q1	$358K	Buy	+7,060	New	+$314K	0.07%	188

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Bremer Bank National Association's IYW Position: Q1 2025 in Review

Bremer Bank National Association held its iShares US Technology ETF (IYW) position steady in Q1 2025 at 2,088 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #142.

Bremer Bank National Association first reported a position in IYW in Q1 2019 and has held it in 25 quarters since. The position peaked at $405K in Q4 2021. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

Bremer Bank National Association held 2,088 shares of iShares US Technology ETF worth $293K as of Q1 2025.
Bremer Bank National Association left its iShares US Technology ETF share count unchanged in Q1 2025.
iShares US Technology ETF made up 0.05% of Bremer Bank National Association's portfolio in Q1 2025, its #142 holding.
Bremer Bank National Association first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 25 quarters since.
Bremer Bank National Association's iShares US Technology ETF position peaked at $405K in Q4 2021.
1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

Based on Bremer Bank National Association's 13F filing for Q1 2025, filed 10 Apr 2025.