Montecito Bank & Trust’s iShares US Technology ETF IYW Stock Holding History

Montecito Bank & 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 Q2	$6.87M	Sell	27,245 -106	-0.4%	-$24.3K	1.03%	25
2026 Q1	$4.96M	Sell	27,351 -22	-0.1%	-$4.25K	0.82%	32
2025 Q4	$5.47M	Sell	27,373 -995	-4%	-$199K	0.87%	29
2025 Q3	$5.56M	Buy	+28,368	New	+$5.19M	0.86%	27
2025 Q1	$3.95M	Sell	28,151 -193	-0.7%	-$30.1K	0.7%	34
2024 Q4	$4.52M	Buy	28,344 +304	+1%	+$48.1K	0.78%	29
2024 Q3	$4.25M	Buy	28,040 +5	+0%	+$735	0.72%	33
2024 Q2	$4.22M	Sell	28,035 -1,519	-5%	-$210K	0.86%	24
2024 Q1	$3.99M	Sell	29,554 -4,234	-13%	-$551K	0.8%	30
2023 Q4	$4.15M	Sell	33,788 -230	-0.7%	-$26.1K	0.89%	31
2023 Q3	$3.57M	Buy	34,018 +38	+0.1%	+$4.13K	0.84%	32
2023 Q2	$3.7M	Sell	33,980 -391	-1%	-$38.4K	0.84%	31
2023 Q1	$3.19M	Sell	34,371 -1,098	-3%	-$92.1K	0.76%	35
2022 Q4	$2.64M	Sell	35,469 -467	-1%	-$35.7K	0.64%	38
2022 Q3	$2.64M	Buy	35,936 +607	+2%	+$51.5K	0.69%	33
2022 Q2	$2.82M	Sell	35,329 -88	-0.2%	-$7.79K	0.67%	37
2022 Q1	$3.65M	Sell	35,417 -4,375	-11%	-$447K	0.68%	40
2021 Q4	$4.57M	Buy	39,792 +514	+1%	+$57.1K	0.81%	30
2021 Q3	$3.98M	Buy	39,278 +3,817	+11%	+$398K	0.77%	34
2021 Q2	$3.52M	Buy	35,461 +1,275	+4%	+$119K	0.68%	38
2021 Q1	$3M	Sell	34,186 -254	-0.7%	-$22.3K	0.62%	42
2020 Q4	$2.93M	Hold	34,440	–	–	0.64%	40
2020 Q3	$2.59M	Sell	34,440 -96	-0.3%	-$7.01K	0.66%	41
2020 Q2	$2.33M	Sell	34,536 -52	-0.2%	-$3.14K	0.64%	40
2020 Q1	$1.77M	Sell	34,588 -1,108	-3%	-$64.2K	0.58%	41
2019 Q4	$2.08M	Hold	35,696	–	–	0.56%	43
2019 Q3	$1.82M	Sell	35,696 -2,668	-7%	-$136K	0.54%	45
2019 Q2	$1.9M	Sell	38,364 -1,820	-5%	-$89K	0.57%	40
2019 Q1	$1.91M	Sell	40,184 -400	-1%	-$17.8K	0.58%	46
2018 Q4	$1.62M	Sell	40,584 -924	-2%	-$40K	0.56%	45
2018 Q3	$2.01M	Hold	41,508	–	–	0.6%	39
2018 Q2	$1.85M	Sell	41,508 -504	-1%	-$22.3K	0.59%	32
2018 Q1	$1.77M	Hold	42,012	–	–	0.58%	39
2017 Q4	$1.71M	Buy	42,012 +1,008	+2%	+$40.4K	0.56%	31
2017 Q3	$1.54M	Sell	41,004 -588	-1%	-$21.5K	0.53%	32
2017 Q2	$1.45M	Sell	41,592 -576	-1%	-$20.2K	0.52%	34
2017 Q1	$1.43M	Sell	42,168 -776	-2%	-$25.2K	0.52%	42
2016 Q4	$1.29M	Sell	42,944 -2,800	-6%	-$83.5K	0.45%	52
2016 Q3	$1.36M	Buy	45,744 +4,456	+11%	+$128K	0.56%	49
2016 Q2	$1.09M	Buy	41,288 +888	+2%	+$23.4K	0.46%	51
2016 Q1	$1.1M	Sell	40,400 -10,180	-20%	-$257K	0.49%	44
2015 Q4	$1.35M	Hold	50,580	–	–	0.64%	37
2015 Q3	$1.25M	Sell	50,580 -13,680	-21%	-$353K	0.69%	29
2015 Q2	$1.69M	Hold	64,260	–	–	0.84%	26
2015 Q1	$1.69M	Sell	64,260 -3,496	-5%	-$91.9K	0.84%	26
2014 Q4	$1.77M	Sell	67,756 -2,276	-3%	-$58.1K	0.93%	24
2014 Q3	$1.76M	Sell	70,032 -3,200	-4%	-$79.9K	1.07%	19
2014 Q2	$1.77M	Sell	73,232 -4,848	-6%	-$112K	1.07%	19
2014 Q1	$1.78M	Sell	78,080 -4,060	-5%	-$90.6K	1.12%	22
2013 Q4	$1.82M	Sell	82,140 -4,736	-5%	-$98.6K	1.13%	16
2013 Q3	$1.71M	Sell	86,876 -4,332	-5%	-$84.1K	1.14%	19
2013 Q2	$1.68M	Buy	+91,208	New	+$1.69M	1.13%	19

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Montecito Bank & Trust's IYW Position: Q2 2026 in Review

Montecito Bank & Trust reduced its iShares US Technology ETF (IYW) stake by 0.39% in Q2 2026, selling an estimated $24.3K and leaving 27,245 shares worth $6.87M. The position accounts for 1.03% of the portfolio, ranked #25.

Montecito Bank & Trust first reported a position in IYW in Q2 2013 and has held it in 52 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Montecito Bank & Trust held 27,245 shares of iShares US Technology ETF worth $6.87M as of Q2 2026.
Montecito Bank & Trust sold 106 iShares US Technology ETF shares in Q2 2026, an estimated $24.3K.
iShares US Technology ETF made up 1.03% of Montecito Bank & Trust's portfolio in Q2 2026, its #25 holding.
Montecito Bank & Trust first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 52 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.