Harbour Trust & Investment Management’s iShares US Technology ETF IYW Stock Holding History

Harbour Trust & Investment Management’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	$544K	Hold	2,157	–	–	0.05%	107
2026 Q1	$391K	Sell	2,157 -34	-2%	-$6.57K	0.04%	119
2025 Q4	$437K	Sell	2,191 -60	-3%	-$12K	0.04%	116
2025 Q3	$441K	Sell	2,251 -44	-2%	-$8.05K	0.05%	119
2025 Q2	$398K	Sell	2,295 -22	-0.9%	-$3.33K	0.04%	120
2025 Q1	$325K	Sell	2,317 -155	-6%	-$24.1K	0.04%	128
2024 Q4	$394K	Sell	2,472 -22	-0.9%	-$3.48K	0.04%	120
2024 Q3	$378K	Hold	2,494	–	–	0.04%	124
2024 Q2	$375K	Sell	2,494 -222	-8%	-$30.7K	0.04%	124
2024 Q1	$367K	Sell	2,716 -28	-1%	-$3.65K	0.05%	135
2023 Q4	$337K	Buy	+2,744	New	+$311K	0.05%	135

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

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 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

Harbour Trust & Investment Management's IYW Position: Q2 2026 in Review

Harbour Trust & Investment Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,157 shares worth $544K. The position accounts for 0.05% of the portfolio, ranked #107.

Harbour Trust & Investment Management first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 637 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Harbour Trust & Investment Management held 2,157 shares of iShares US Technology ETF worth $544K as of Q2 2026.
Harbour Trust & Investment Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.05% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #107 holding.
Harbour Trust & Investment Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
637 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.