Pitcairn’s iShares US Technology ETF IYW Stock Holding History

Pitcairn’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
2025 Q4	–	Sell	-1,963	Closed	-$384K	–	293
2025 Q3	$384K	Hold	1,963	–	–	0.03%	426
2025 Q2	$340K	Hold	1,963	–	–	0.02%	530
2025 Q1	$276K	Hold	1,963	–	–	0.02%	607
2024 Q4	$313K	Hold	1,963	–	–	0.02%	574
2024 Q3	$298K	Hold	1,963	–	–	0.02%	590
2024 Q2	$295K	Hold	1,963	–	–	0.02%	590
2024 Q1	$265K	Hold	1,963	–	–	0.02%	617
2023 Q4	$241K	Hold	1,963	–	–	0.02%	600
2023 Q3	$206K	Sell	1,963 -1,963	-50%	-$213K	0.02%	598
2023 Q2	$427K	Buy	+3,926	New	+$386K	0.04%	411
2022 Q2	–	Sell	-2,117	Closed	-$218K	–	598
2022 Q1	$218K	Sell	2,117 -978	-32%	-$99.9K	0.02%	582
2021 Q4	$355K	Hold	3,095	–	–	0.02%	465
2021 Q3	$313K	Hold	3,095	–	–	0.02%	483
2021 Q2	$308K	Sell	3,095 -4,905	-61%	-$457K	0.02%	495
2021 Q1	$702K	Hold	8,000	–	–	0.05%	253
2020 Q4	$681K	Hold	8,000	–	–	0.05%	233
2020 Q3	$602K	Hold	8,000	–	–	0.05%	227
2020 Q2	$540K	Hold	8,000	–	–	0.05%	217
2020 Q1	$409K	Hold	8,000	–	–	0.05%	233
2019 Q4	$465K	Hold	8,000	–	–	0.04%	272
2019 Q3	$408K	Hold	8,000	–	–	0.04%	283
2019 Q2	$396K	Sell	8,000 -8,000	-50%	-$391K	0.04%	295
2019 Q1	$762K	Hold	16,000	–	–	0.08%	147
2018 Q4	$640K	Hold	16,000	–	–	0.07%	162
2018 Q3	$776K	Hold	16,000	–	–	0.08%	162
2018 Q2	$713K	Hold	16,000	–	–	0.08%	183
2018 Q1	$673K	Hold	16,000	–	–	0.07%	180
2017 Q4	$651K	Hold	16,000	–	–	0.07%	220
2017 Q3	$600K	Hold	16,000	–	–	0.07%	218
2017 Q2	$559K	Hold	16,000	–	–	0.07%	214
2017 Q1	$541K	Sell	16,000 -7,396	-32%	-$240K	0.07%	234
2016 Q4	$703K	Buy	23,396 +7,396	+46%	+$221K	0.09%	174
2016 Q3	$476K	Hold	16,000	–	–	0.06%	257
2016 Q2	$421K	Hold	16,000	–	–	0.05%	267
2016 Q1	$434K	Hold	16,000	–	–	0.05%	262
2015 Q4	$428K	Hold	16,000	–	–	0.05%	269
2015 Q3	$396K	Hold	16,000	–	–	0.05%	270
2015 Q2	$419K	Hold	16,000	–	–	0.05%	295
2015 Q1	$420K	Hold	16,000	–	–	0.05%	304
2014 Q4	$418K	Hold	16,000	–	–	0.05%	279
2014 Q3	$403K	Hold	16,000	–	–	0.05%	301
2014 Q2	$388K	Hold	16,000	–	–	0.04%	305
2014 Q1	$364K	Hold	16,000	–	–	0.04%	327
2013 Q4	$354K	Buy	+16,000	New	+$333K	0.04%	340

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Pitcairn's IYW Position: Q4 2025 in Review

Pitcairn sold out of iShares US Technology ETF (IYW) in Q4 2025, closing a stake of 1,963 shares — an estimated $384K sold.

Pitcairn first reported a position in IYW in Q4 2013 and held it in 44 quarters. The position peaked at $776K in Q3 2018. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

Pitcairn reported no remaining iShares US Technology ETF position as of Q4 2025 after selling out during the quarter.
Pitcairn sold 1,963 iShares US Technology ETF shares in Q4 2025, an estimated $384K.
Pitcairn first reported a position in iShares US Technology ETF in Q4 2013 and held it in 44 quarters.
Pitcairn's iShares US Technology ETF position peaked at $776K in Q3 2018.
1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.