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

Greenleaf 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	$1.43M	Sell	5,657 -55	-1%	-$12.6K	0.01%	279
2026 Q1	$1.04M	Buy	5,712 +55	+1%	+$10.6K	0.01%	326
2025 Q4	$1.13M	Sell	5,657 -58	-1%	-$11.6K	0.01%	302
2025 Q3	$1.12M	Buy	5,715 +58	+1%	+$10.6K	0.01%	297
2025 Q2	$980K	Hold	5,657	–	–	0.01%	319
2025 Q1	$794K	Hold	5,657	–	–	0.01%	384
2024 Q4	$902K	Hold	5,657	–	–	0.01%	352
2024 Q3	$858K	Hold	5,657	–	–	0.01%	373
2024 Q2	$851K	Hold	5,657	–	–	0.01%	335
2024 Q1	$764K	Hold	5,657	–	–	0.01%	353
2023 Q4	$694K	Sell	5,657 -3,400	-38%	-$385K	0.01%	371
2023 Q3	$950K	Buy	9,057 +57	+0.6%	+$6.2K	0.01%	281
2023 Q2	$980K	Buy	9,000 +5,600	+165%	+$550K	0.01%	280
2023 Q1	$316K	Buy	+3,400	New	+$285K	﹤0.01%	582
2019 Q2	–	Sell	-7,172	Closed	-$342K	–	551
2019 Q1	$342K	Buy	+7,172	New	+$319K	0.01%	355

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

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 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

Greenleaf Trust's IYW Position: Q2 2026 in Review

Greenleaf Trust reduced its iShares US Technology ETF (IYW) stake by 0.96% in Q2 2026, selling an estimated $12.6K and leaving 5,657 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #279.

Greenleaf Trust first reported a position in IYW in Q1 2019 and has held it in 15 quarters since. 392 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Greenleaf Trust held 5,657 shares of iShares US Technology ETF worth $1.43M as of Q2 2026.
Greenleaf Trust sold 55 iShares US Technology ETF shares in Q2 2026, an estimated $12.6K.
iShares US Technology ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #279 holding.
Greenleaf Trust first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 15 quarters since.
392 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.