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

First Western Trust 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	$1.69M	Hold	6,700	–	–	0.08%	69
2026 Q1	$1.22M	Hold	6,700	–	–	0.06%	77
2025 Q4	$1.34M	Hold	6,700	–	–	0.07%	75
2025 Q3	$1.31M	Hold	6,700	–	–	0.06%	75
2025 Q2	$1.16M	Hold	6,700	–	–	0.05%	82
2025 Q1	$941K	Hold	6,700	–	–	0.05%	86
2024 Q4	$1.07M	Hold	6,700	–	–	0.05%	86
2024 Q3	$1.02M	Hold	6,700	–	–	0.05%	89
2024 Q2	$1.01M	Hold	6,700	–	–	0.05%	82
2024 Q1	$905K	Hold	6,700	–	–	0.04%	93
2023 Q4	$822K	Hold	6,700	–	–	0.04%	96
2023 Q3	$703K	Hold	6,700	–	–	0.04%	104
2023 Q2	$729K	Hold	6,700	–	–	0.04%	106
2023 Q1	$622K	Hold	6,700	–	–	0.03%	115
2022 Q4	$499K	Hold	6,700	–	–	0.03%	118
2022 Q3	$492K	Hold	6,700	–	–	0.03%	111
2022 Q2	$544K	Hold	6,700	–	–	0.04%	110
2022 Q1	$702K	Buy	+6,700	New	+$684K	0.04%	108

Other funds holding IYW

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

First Western Trust Bank's IYW Position: Q2 2026 in Review

First Western Trust Bank held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 6,700 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #69.

First Western Trust Bank first reported a position in IYW in Q1 2022 and has held it in 18 quarters since. 601 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

First Western Trust Bank held 6,700 shares of iShares US Technology ETF worth $1.69M as of Q2 2026.
First Western Trust Bank left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.08% of First Western Trust Bank's portfolio in Q2 2026, its #69 holding.
First Western Trust Bank first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 18 quarters since.
601 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.