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HM Payson & Co’s iShares US Technology ETF IYW Stock Holding History

HM Payson & Co’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 		$414K Hold
1,640
– – 0.01% 325
2026
Q1 		$298K Hold
1,640
– – ﹤0.01% 367
2025
Q4 		$327K Hold
1,640
– – ﹤0.01% 354
2025
Q3 		$321K Hold
1,640
– – ﹤0.01% 356
2025
Q2 		$284K Sell
1,640
-560
-25% -$84.9K ﹤0.01% 364
2025
Q1 		$309K Hold
2,200
– – 0.01% 345
2024
Q4 		$351K Sell
2,200
-304
-12% -$48.1K 0.01% 331
2024
Q3 		$380K Buy
2,504
+214
+9% +$31.5K 0.01% 322
2024
Q2 		$345K Buy
2,290
+15
+0.7% +$2.07K 0.01% 323
2024
Q1 		$307K Buy
2,275
+25
+1% +$3.25K 0.01% 339
2023
Q4 		$276K Hold
2,250
– – 0.01% 339
2023
Q3 		$236K Hold
2,250
– – 0.01% 352
2023
Q2 		$245K Hold
2,250
– – 0.01% 343
2023
Q1 		$209K Hold
2,250
– – 0.01% 363
2022
Q4 		$168K Hold
2,250
– – ﹤0.01% 395
2022
Q3 		$165K Hold
2,250
– – ﹤0.01% 401
2022
Q2 		$180K Hold
2,250
– – ﹤0.01% 390
2022
Q1 		$232K Sell
2,250
-50
-2% -$5.11K 0.01% 376
2021
Q4 		$264K Sell
2,300
-200
-8% -$22.2K 0.01% 367
2021
Q3 		$253K Hold
2,500
– – 0.01% 358
2021
Q2 		$249K Sell
2,500
-100
-4% -$9.33K 0.01% 371
2021
Q1 		$228K Hold
2,600
– – 0.01% 374
2020
Q4 		$221K Hold
2,600
– – 0.01% 369
2020
Q3 		$196K Hold
2,600
– – 0.01% 357
2020
Q2 		$175K Hold
2,600
– – 0.01% 358
2020
Q1 		$133K Hold
2,600
– – 0.01% 381
2019
Q4 		$151K Hold
2,600
– – ﹤0.01% 429
2019
Q3 		$133K Sell
2,600
-1,320
-34% -$67.1K ﹤0.01% 447
2019
Q2 		$194K Buy
+3,920
New +$192K 0.01% 397

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

HM Payson & Co's IYW Position: Q2 2026 in Review

HM Payson & Co held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,640 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #325.

HM Payson & Co first reported a position in IYW in Q2 2019 and has held it in 29 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • HM Payson & Co held 1,640 shares of iShares US Technology ETF worth $414K as of Q2 2026.
  • HM Payson & Co left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #325 holding.
  • HM Payson & Co first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.