Essex Savings Bank’s iShares US Technology ETF IYW Stock Holding History

Essex Savings 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
2026 Q2	$844K	Hold	3,345	–	–	0.18%	116
2026 Q1	$607K	Hold	3,345	–	–	0.13%	143
2025 Q4	$668K	Hold	3,345	–	–	0.14%	138
2025 Q3	$655K	Hold	3,345	–	–	0.15%	133
2025 Q2	$580K	Hold	3,345	–	–	0.14%	141
2025 Q1	$470K	Sell	3,345 -670	-17%	-$104K	0.12%	159
2024 Q4	$640K	Buy	4,015 +1,335	+50%	+$211K	0.16%	125
2024 Q3	$406K	Hold	2,680	–	–	0.1%	173
2024 Q2	$403K	Hold	2,680	–	–	0.11%	163
2024 Q1	$329K	Hold	2,680	–	–	0.1%	182
2023 Q4	$329K	Hold	2,680	–	–	0.1%	181
2023 Q3	$281K	Hold	2,680	–	–	0.09%	175
2023 Q2	$292K	Hold	2,680	–	–	0.1%	171
2023 Q1	$249K	Buy	+2,680	New	+$225K	0.09%	193
2022 Q3	–	Sell	-2,680	Closed	-$214K	–	215
2022 Q2	$214K	Hold	2,680	–	–	0.08%	197
2022 Q1	$276K	Hold	2,680	–	–	0.09%	181
2021 Q4	$308K	Hold	2,680	–	–	0.1%	165
2021 Q3	$290K	Hold	2,680	–	–	0.11%	170
2021 Q2	$248K	Hold	2,680	–	–	0.1%	183
2021 Q1	$233K	Hold	2,680	–	–	0.1%	174
2020 Q4	$228K	Hold	2,680	–	–	0.1%	176
2020 Q3	$202K	Buy	+2,680	New	+$196K	0.1%	175
2019 Q3	–	Sell	-2,680	Closed	-$133K	–	411
2019 Q2	$133K	Hold	2,680	–	–	0.05%	290
2019 Q1	$128K	Hold	2,680	–	–	0.07%	189
2018 Q4	$107K	Buy	+2,680	New	+$116K	0.07%	196

Other funds holding IYW

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Essex Savings Bank's IYW Position: Q2 2026 in Review

Essex Savings Bank held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 3,345 shares worth $844K. The position accounts for 0.18% of the portfolio, ranked #116.

Essex Savings Bank first reported a position in IYW in Q4 2018 and has held it in 25 quarters since. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Essex Savings Bank held 3,345 shares of iShares US Technology ETF worth $844K as of Q2 2026.
Essex Savings Bank left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.18% of Essex Savings Bank's portfolio in Q2 2026, its #116 holding.
Essex Savings Bank first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 25 quarters since.
888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.