Midwest Trust
IYW icon

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

Midwest 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
Q3 		$4.57M Sell
17,238
-1,760
-9% -$439K 0.05% 216
2026
Q2 		$4.79M Sell
18,998
-379
-2% -$87.1K 0.05% 218
2026
Q1 		$3.52M Buy
19,377
+12
+0.1% +$2.32K 0.04% 231
2025
Q4 		$3.87M Sell
19,365
-91
-0.5% -$18.2K 0.05% 226
2025
Q3 		$3.81M Buy
19,456
+141
+0.7% +$25.8K 0.05% 231
2025
Q2 		$3.35M Buy
+19,315
New +$2.93M 0.05% 236

Other funds holding IYW

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust's IYW Position: Q3 2026 in Review

Midwest Trust reduced its iShares US Technology ETF (IYW) stake by 9.3% in Q3 2026, selling an estimated $439K and leaving 17,238 shares worth $4.57M. The position accounts for 0.05% of the portfolio, ranked #216.

Midwest Trust first reported a position in IYW in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.79M in Q2 2026. 408 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Midwest Trust held 17,238 shares of iShares US Technology ETF worth $4.57M as of Q3 2026.
  • Midwest Trust sold 1,760 iShares US Technology ETF shares in Q3 2026, an estimated $439K.
  • iShares US Technology ETF made up 0.05% of Midwest Trust's portfolio in Q3 2026, its #216 holding.
  • Midwest Trust first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's iShares US Technology ETF position peaked at $4.79M in Q2 2026.
  • 408 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.