Diversified Trust’s iShares US Technology ETF IYW Stock Holding History

Diversified 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	$813K	Buy	3,225 +67	+2%	+$15.4K	0.01%	587
2026 Q1	$573K	Sell	3,158 -111	-3%	-$21.4K	0.01%	650
2025 Q4	$653K	Hold	3,269	–	–	0.01%	576
2025 Q3	$640K	Hold	3,269	–	–	0.01%	548
2025 Q2	$566K	Sell	3,269 -611	-16%	-$92.6K	0.01%	561
2025 Q1	$545K	Sell	3,880 -1,761	-31%	-$274K	0.01%	551
2024 Q4	$900K	Hold	5,641	–	–	0.02%	396
2024 Q3	$855K	Sell	5,641 -1,400	-20%	-$206K	0.02%	427
2024 Q2	$1.06M	Hold	7,041	–	–	0.03%	316
2024 Q1	$951K	Sell	7,041 -9,827	-58%	-$1.28M	0.03%	328
2023 Q4	$2.07M	Hold	16,868	–	–	0.07%	165
2023 Q3	$1.77M	Hold	16,868	–	–	0.07%	167
2023 Q2	$1.84M	Hold	16,868	–	–	0.07%	165
2023 Q1	$1.57M	Hold	16,868	–	–	0.06%	179
2022 Q4	$1.26M	Buy	16,868 +2,785	+20%	+$213K	0.05%	192
2022 Q3	$1.03M	Sell	14,083 -1,761	-11%	-$149K	0.05%	204
2022 Q2	$1.27M	Hold	15,844	–	–	0.05%	174
2022 Q1	$1.63M	Hold	15,844	–	–	0.06%	172
2021 Q4	$1.82M	Hold	15,844	–	–	0.06%	158
2021 Q3	$1.6M	Hold	15,844	–	–	0.06%	167
2021 Q2	$1.57M	Hold	15,844	–	–	0.06%	162
2021 Q1	$1.39M	Hold	15,844	–	–	0.05%	168
2020 Q4	$1.35M	Hold	15,844	–	–	0.05%	158
2020 Q3	$1.19M	Hold	15,844	–	–	0.06%	160
2020 Q2	$1.07M	Hold	15,844	–	–	0.05%	148
2020 Q1	$810K	Buy	+15,844	New	+$918K	0.05%	152

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 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

Diversified Trust's IYW Position: Q2 2026 in Review

Diversified Trust increased its iShares US Technology ETF (IYW) stake by 2.1% in Q2 2026, buying an estimated $15.4K and bringing the position to 3,225 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #587.

Diversified Trust first reported a position in IYW in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.07M in Q4 2023. 364 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Diversified Trust held 3,225 shares of iShares US Technology ETF worth $813K as of Q2 2026.
Diversified Trust bought 67 iShares US Technology ETF shares in Q2 2026, an estimated $15.4K.
iShares US Technology ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #587 holding.
Diversified Trust first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 26 quarters since.
Diversified Trust's iShares US Technology ETF position peaked at $2.07M in Q4 2023.
364 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.