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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

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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. 1,297 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.
  • 1,297 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.