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Mechanics Bank - Trust Department’s iShares US Technology ETF IYW Stock Holding History

Mechanics Bank - Trust Department’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 		$13.1M Buy
51,874
+2,426
+5% +$557K 1.62% 13
2026
Q1 		$8.97M Sell
49,448
-256
-0.5% -$49.5K 1.24% 21
2025
Q4 		$9.92M Sell
49,704
-1,675
-3% -$335K 1.3% 20
2025
Q3 		$10.1M Sell
51,379
-1,162
-2% -$213K 1.41% 18
2025
Q2 		$9.1M Sell
52,541
-9,525
-15% -$1.44M 1.31% 18
2025
Q1 		$8.72M Sell
62,066
-518
-0.8% -$80.7K 1.19% 25
2024
Q4 		$9.98M Buy
62,584
+56
+0.1% +$8.86K 1.33% 18
2024
Q3 		$9.48M Sell
62,528
-1,398
-2% -$206K 1.26% 21
2024
Q2 		$9.62M Sell
63,926
-7,838
-11% -$1.08M 1.38% 20
2024
Q1 		$9.69M Sell
71,764
-9,928
-12% -$1.29M 1.42% 20
2023
Q4 		$10M Sell
81,692
-3,905
-5% -$442K 1.56% 15
2023
Q3 		$8.98M Buy
85,597
+241
+0.3% +$26.2K 1.5% 19
2023
Q2 		$9.29M Sell
85,356
-3,075
-3% -$302K 1.48% 20
2023
Q1 		$8.21M Sell
88,431
-3,047
-3% -$256K 1.38% 21
2022
Q4 		$6.81M Buy
91,478
+1,437
+2% +$110K 1.18% 25
2022
Q3 		$6.61M Buy
90,041
+1,944
+2% +$165K 1.25% 24
2022
Q2 		$7.04M Buy
88,097
+1,267
+1% +$112K 1.26% 23
2022
Q1 		$8.95M Buy
86,830
+838
+1% +$85.6K 1.38% 19
2021
Q4 		$9.87M Sell
85,992
-294
-0.3% -$32.6K 1.46% 16
2021
Q3 		$8.74M Buy
86,286
+130
+0.2% +$13.6K 1.41% 20
2021
Q2 		$8.56M Sell
86,156
-4,493
-5% -$419K 1.4% 21
2021
Q1 		$7.95M Sell
90,649
-333
-0.4% -$29.2K 1.37% 20
2020
Q4 		$7.74M Buy
90,982
+2,830
+3% +$226K 1.39% 20
2020
Q3 		$6.63M Sell
88,152
-5,400
-6% -$394K 1.32% 21
2020
Q2 		$6.31M Buy
93,552
+5,152
+6% +$311K 1.32% 22
2020
Q1 		$4.52M Sell
88,400
-1,572
-2% -$91.1K 1.1% 31
2019
Q4 		$5.23M Sell
89,972
-300
-0.3% -$16.3K 1.03% 31
2019
Q3 		$4.61M Sell
90,272
-840
-0.9% -$42.7K 0.93% 36
2019
Q2 		$4.51M Buy
91,112
+820
+0.9% +$40.1K 1.02% 32
2019
Q1 		$4.3M Sell
90,292
-1,160
-1% -$51.6K 0.98% 33
2018
Q4 		$3.66M Sell
91,452
-340
-0.4% -$14.7K 0.92% 35
2018
Q3 		$4.45M Sell
91,792
-5,848
-6% -$276K 0.95% 32
2018
Q2 		$4.35M Sell
97,640
-520
-0.5% -$23K 0.99% 32
2018
Q1 		$4.13M Sell
98,160
-6,676
-6% -$287K 0.97% 31
2017
Q4 		$4.27M Buy
104,836
+2,260
+2% +$90.6K 0.96% 32
2017
Q3 		$3.85M Sell
102,576
-3,064
-3% -$112K 0.92% 35
2017
Q2 		$3.69M Buy
105,640
+8,784
+9% +$308K 0.88% 39
2017
Q1 		$3.27M Sell
96,856
-264
-0.3% -$8.57K 0.8% 42
2016
Q4 		$2.92M Sell
97,120
-3,724
-4% -$111K 0.71% 46
2016
Q3 		$3M Buy
+100,844
New +$2.89M 0.73% 43

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mechanics Bank - Trust Department's IYW Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its iShares US Technology ETF (IYW) stake by 4.9% in Q2 2026, buying an estimated $557K and bringing the position to 51,874 shares worth $13.1M. The position accounts for 1.62% of the portfolio, ranked #13.

Mechanics Bank - Trust Department first reported a position in IYW in Q3 2016 and has held it in 40 quarters since. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Mechanics Bank - Trust Department held 51,874 shares of iShares US Technology ETF worth $13.1M as of Q2 2026.
  • Mechanics Bank - Trust Department bought 2,426 iShares US Technology ETF shares in Q2 2026, an estimated $557K.
  • iShares US Technology ETF made up 1.62% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #13 holding.
  • Mechanics Bank - Trust Department first reported a position in iShares US Technology ETF in Q3 2016 and has held it in 40 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.