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Central Bank & Trust’s iShares US Technology ETF IYW Stock Holding History

Central Bank & 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
2025
Q2 		– Sell
-2,424
Closed -$340K – 182
2025
Q1 		$340K Buy
+2,424
New +$378K 0.06% 156
2024
Q3 		– Sell
-173
Closed -$26K – 280
2024
Q2 		$26K Buy
173
+134
+344% +$18.5K ﹤0.01% 276
2024
Q1 		$5.27K Sell
39
-9
-19% -$1.17K ﹤0.01% 312
2023
Q4 		$5.89K Hold
48
– – ﹤0.01% 321
2023
Q3 		$5.04K Buy
+48
New +$5.22K ﹤0.01% 307
2023
Q1 		– Sell
-2,248
Closed -$167K – 437
2022
Q4 		$167K Buy
+2,248
New +$172K 0.03% 175
2022
Q3 		– Sell
-348
Closed -$28K – 324
2022
Q2 		$28K Buy
+348
New +$30.8K 0.01% 244
2022
Q1 		– Sell
-368
Closed -$42K – 325
2021
Q4 		$42K Buy
+368
New +$40.9K 0.01% 238
2021
Q2 		– Sell
-94,282
Closed -$8.27M – 294
2021
Q1 		$8.27M Sell
94,282
-8,174
-8% -$716K 1.41% 21
2020
Q4 		$8.72M Sell
102,456
-912
-0.9% -$72.9K 1.51% 15
2020
Q3 		$7.78M Sell
103,368
-912
-0.9% -$66.6K 1.46% 15
2020
Q2 		$7.03M Sell
104,280
-656
-0.6% -$39.6K 1.39% 15
2020
Q1 		$5.36M Buy
104,936
+1,880
+2% +$109K 1.29% 21
2019
Q4 		$5.99M Buy
103,056
+14,280
+16% +$777K 1.18% 27
2019
Q3 		$4.53M Buy
88,776
+1,408
+2% +$71.6K 0.97% 36
2019
Q2 		$4.32M Sell
87,368
-8,516
-9% -$416K 0.97% 40
2019
Q1 		$4.57M Buy
+95,884
New +$4.26M 1.03% 35

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Central Bank & Trust's IYW Position: Q2 2025 in Review

Central Bank & Trust sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 2,424 shares — an estimated $340K sold.

Central Bank & Trust first reported a position in IYW in Q1 2019 and held it in 17 quarters. The position peaked at $8.72M in Q4 2020. 1,161 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

  • Central Bank & Trust reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Central Bank & Trust sold 2,424 iShares US Technology ETF shares in Q2 2025, an estimated $340K.
  • Central Bank & Trust first reported a position in iShares US Technology ETF in Q1 2019 and held it in 17 quarters.
  • Central Bank & Trust's iShares US Technology ETF position peaked at $8.72M in Q4 2020.
  • 1,161 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Central Bank & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.