Country Club Bank’s iShares US Technology ETF IYW Stock Holding History

Country Club Bank’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 Q3	$4.83M	Sell	24,802 -800	-3%	-$146K	0.29%	92
2025 Q2	$4.4M	Buy	25,602 +811	+3%	+$123K	0.28%	96
2025 Q1	$3.49M	Sell	24,791 -2,616	-10%	-$407K	0.23%	111
2024 Q4	$4.41M	Hold	27,407	–	–	0.29%	87
2024 Q3	$4.14M	Hold	27,407	–	–	0.28%	94
2024 Q2	$4.14M	Hold	27,407	–	–	0.29%	91
2024 Q1	$3.7M	Buy	27,407 +70	+0.3%	+$9.11K	0.26%	99
2023 Q4	$3.37M	Sell	27,337 -34	-0.1%	-$3.85K	0.26%	105
2023 Q3	$2.87M	Hold	27,371	–	–	0.23%	110
2023 Q2	$2.94M	Buy	27,371 +1	+0%	+$98	0.23%	112
2023 Q1	$2.5M	Sell	27,370 -40	-0.1%	-$3.36K	0.21%	115
2022 Q4	$2.04M	Sell	27,410 -2,625	-9%	-$201K	0.18%	120
2022 Q3	$2.24M	Sell	30,035 -11	-0%	-$933	0.21%	107
2022 Q2	$2.44M	Hold	30,046	–	–	0.23%	106
2022 Q1	$3.15M	Buy	+30,046	New	+$3.07M	0.27%	87

Other funds holding IYW

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Country Club Bank's IYW Position: Q3 2025 in Review

Country Club Bank reduced its iShares US Technology ETF (IYW) stake by 3.1% in Q3 2025, selling an estimated $146K and leaving 24,802 shares worth $4.83M. The position accounts for 0.29% of the portfolio, ranked #92.

Country Club Bank first reported a position in IYW in Q1 2022 and has held it in 15 quarters since. 1,197 funds tracked by Wall St. Rank hold IYW as of Q3 2025.

Country Club Bank held 24,802 shares of iShares US Technology ETF worth $4.83M as of Q3 2025.
Country Club Bank sold 800 iShares US Technology ETF shares in Q3 2025, an estimated $146K.
iShares US Technology ETF made up 0.29% of Country Club Bank's portfolio in Q3 2025, its #92 holding.
Country Club Bank first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 15 quarters since.
1,197 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.