Perkins Coie Trust Company’s iShares US Technology ETF IYW Stock Holding History

Perkins Coie Trust Company’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	$13.3M	Sell	52,686 -2,733	-5%	-$628K	2.2%	12
2026 Q1	$10.1M	Buy	55,419 +893	+2%	+$173K	1.93%	12
2025 Q4	$10.9M	Buy	54,526 +375	+0.7%	+$75K	2.03%	12
2025 Q3	$10.6M	Buy	54,151 +3,680	+7%	+$673K	2%	11
2025 Q2	$8.75M	Sell	50,471 -1,275	-2%	-$193K	1.49%	16
2025 Q1	$7.27M	Buy	51,746 +822	+2%	+$128K	1.65%	14
2024 Q4	$8.12M	Sell	50,924 -296	-0.6%	-$46.8K	1.79%	13
2024 Q3	$7.77M	Buy	51,220 +655	+1%	+$96.3K	1.72%	11
2024 Q2	$7.61M	Buy	50,565 +3,661	+8%	+$506K	1.77%	13
2024 Q1	$6.33M	Buy	46,904 +9,362	+25%	+$1.22M	1.48%	16
2023 Q4	$4.61M	Buy	37,542 +9,420	+33%	+$1.07M	1.16%	27
2023 Q3	$2.95M	Buy	28,122 +7,797	+38%	+$848K	0.83%	42
2023 Q2	$2.21M	Buy	20,325 +18,005	+776%	+$1.77M	0.63%	51
2023 Q1	$215K	Buy	+2,320	New	+$195K	0.06%	82

Other funds holding IYW

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

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MCM

Mendel Capital Management Little Rock, Arkansas $222M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Perkins Coie Trust Company's IYW Position: Q2 2026 in Review

Perkins Coie Trust Company reduced its iShares US Technology ETF (IYW) stake by 4.9% in Q2 2026, selling an estimated $628K and leaving 52,686 shares worth $13.3M. The position accounts for 2.2% of the portfolio, ranked #12.

Perkins Coie Trust Company first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. 440 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Perkins Coie Trust Company held 52,686 shares of iShares US Technology ETF worth $13.3M as of Q2 2026.
Perkins Coie Trust Company sold 2,733 iShares US Technology ETF shares in Q2 2026, an estimated $628K.
iShares US Technology ETF made up 2.2% of Perkins Coie Trust Company's portfolio in Q2 2026, its #12 holding.
Perkins Coie Trust Company first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
440 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.