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

CoreFirst 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
2026
Q2 		$164K Sell
650
-150
-19% -$34.5K 0.08% 131
2026
Q1 		$145K Hold
800
– – 0.08% 136
2025
Q4 		$160K Buy
+800
New +$160K 0.09% 130

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

CoreFirst Bank & Trust's IYW Position: Q2 2026 in Review

CoreFirst Bank & Trust reduced its iShares US Technology ETF (IYW) stake by 19% in Q2 2026, selling an estimated $34.5K and leaving 650 shares worth $164K. The position accounts for 0.08% of the portfolio, ranked #131.

CoreFirst Bank & Trust first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • CoreFirst Bank & Trust held 650 shares of iShares US Technology ETF worth $164K as of Q2 2026.
  • CoreFirst Bank & Trust sold 150 iShares US Technology ETF shares in Q2 2026, an estimated $34.5K.
  • iShares US Technology ETF made up 0.08% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #131 holding.
  • CoreFirst Bank & Trust first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.