First American Trust’s iShares US Technology ETF IYW Stock Holding History

First American 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	$388K	Sell	1,538 -406	-21%	-$93.3K	0.02%	229
2026 Q1	$353K	Sell	1,944 -309	-14%	-$59.7K	0.02%	218
2025 Q4	$450K	Buy	+2,253	New	+$451K	0.03%	194

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

First American Trust's IYW Position: Q2 2026 in Review

First American Trust reduced its iShares US Technology ETF (IYW) stake by 21% in Q2 2026, selling an estimated $93.3K and leaving 1,538 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #229.

First American Trust first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. The position peaked at $450K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

First American Trust held 1,538 shares of iShares US Technology ETF worth $388K as of Q2 2026.
First American Trust sold 406 iShares US Technology ETF shares in Q2 2026, an estimated $93.3K.
iShares US Technology ETF made up 0.02% of First American Trust's portfolio in Q2 2026, its #229 holding.
First American Trust first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
First American Trust's iShares US Technology ETF position peaked at $450K in Q4 2025.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.