Midwest Heritage Bank’s iShares US Technology ETF IYW Stock Holding History

Midwest Heritage 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	$389K	Hold	1,543	–	–	0.11%	39
2026 Q1	$280K	Sell	1,543 -287	-16%	-$55.5K	0.09%	45
2025 Q4	$366K	Sell	1,830 -117	-6%	-$23.4K	0.13%	41
2025 Q3	$381K	Sell	1,947 -7	-0.4%	-$1.28K	0.14%	41
2025 Q2	$339K	Buy	1,954 +35	+2%	+$5.31K	0.13%	42
2025 Q1	$270K	Sell	1,919 -101	-5%	-$15.7K	0.11%	47
2024 Q4	$322K	Sell	2,020 -565	-22%	-$89.4K	0.15%	42
2024 Q3	$392K	Buy	2,585 +271	+12%	+$39.9K	0.18%	39
2024 Q2	$348K	Sell	2,314 -255	-10%	-$35.2K	0.18%	40
2024 Q1	$347K	Buy	2,569 +526	+26%	+$68.5K	0.18%	42
2023 Q4	$251K	Buy	2,043 +54	+3%	+$6.12K	0.17%	45
2023 Q3	$209K	Buy	+1,989	New	+$216K	0.16%	51
2022 Q3	–	Sell	-2,699	Closed	-$216K	–	67
2022 Q2	$216K	Sell	2,699 -402	-13%	-$35.6K	0.2%	60
2022 Q1	$320K	Buy	+3,101	New	+$317K	0.25%	48

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Midwest Heritage Bank's IYW Position: Q2 2026 in Review

Midwest Heritage Bank held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,543 shares worth $389K. The position accounts for 0.11% of the portfolio, ranked #39.

Midwest Heritage Bank first reported a position in IYW in Q1 2022 and has held it in 14 quarters since. The position peaked at $392K in Q3 2024. 783 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Midwest Heritage Bank held 1,543 shares of iShares US Technology ETF worth $389K as of Q2 2026.
Midwest Heritage Bank left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.11% of Midwest Heritage Bank's portfolio in Q2 2026, its #39 holding.
Midwest Heritage Bank first reported a position in iShares US Technology ETF in Q1 2022 and has held it in 14 quarters since.
Midwest Heritage Bank's iShares US Technology ETF position peaked at $392K in Q3 2024.
783 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.