Oakworth Capital’s iShares US Technology ETF IYW Stock Holding History

Oakworth Capital’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	$1.74K	Hold	7	–	–	﹤0.01%	867
2026 Q1	$1.27K	Hold	7	–	–	﹤0.01%	811
2025 Q4	$1.4K	Hold	7	–	–	﹤0.01%	814
2025 Q3	$1.37K	Hold	7	–	–	﹤0.01%	772
2025 Q2	$1.21K	Hold	7	–	–	﹤0.01%	593
2025 Q1	$983	Hold	7	–	–	﹤0.01%	654
2024 Q4	$1.12K	Hold	7	–	–	﹤0.01%	597
2024 Q3	$1.06K	Hold	7	–	–	﹤0.01%	634
2024 Q2	$1.05K	Hold	7	–	–	﹤0.01%	695
2024 Q1	$945	Hold	7	–	–	﹤0.01%	663
2023 Q4	$859	Hold	7	–	–	﹤0.01%	663
2023 Q3	$734	Hold	7	–	–	﹤0.01%	577
2023 Q2	$762	Hold	7	–	–	﹤0.01%	608
2023 Q1	$650	Hold	7	–	–	﹤0.01%	569
2022 Q4	$521	Buy	+7	New	+$536	﹤0.01%	558

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 22.9% 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

Oakworth Capital's IYW Position: Q2 2026 in Review

Oakworth Capital held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 7 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Oakworth Capital first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Oakworth Capital held 7 shares of iShares US Technology ETF worth $1.74K as of Q2 2026.
Oakworth Capital left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #867 holding.
Oakworth Capital first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.