ST
IYW icon

Spinnaker Trust’s iShares US Technology ETF IYW Stock Holding History

Spinnaker 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
Q1 		$778K Hold
4,286
– – 0.04% 166
2025
Q4 		$856K Sell
4,286
-253
-6% -$50.6K 0.05% 160
2025
Q3 		$889K Buy
4,539
+36
+0.8% +$6.59K 0.05% 156
2025
Q2 		$780K Hold
4,503
– – 0.05% 166
2025
Q1 		$632K Hold
4,503
– – 0.04% 177
2024
Q4 		$718K Sell
4,503
-800
-15% -$127K 0.05% 165
2024
Q3 		$804K Hold
5,303
– – 0.05% 158
2024
Q2 		$798K Hold
5,303
– – 0.05% 159
2024
Q1 		$716K Hold
5,303
– – 0.05% 168
2023
Q4 		$651K Buy
5,303
+255
+5% +$28.9K 0.04% 167
2023
Q3 		$530K Hold
5,048
– – 0.04% 170
2023
Q2 		$550K Hold
5,048
– – 0.04% 166
2023
Q1 		$469K Hold
5,048
– – 0.04% 171
2022
Q4 		$376K Sell
5,048
-469
-9% -$35.9K 0.03% 201
2022
Q3 		$405K Hold
5,517
– – 0.03% 187
2022
Q2 		$441K Hold
5,517
– – 0.03% 191
2022
Q1 		$568K Hold
5,517
– – 0.04% 180
2021
Q4 		$633K Sell
5,517
-63
-1% -$6.99K 0.04% 177
2021
Q3 		$565K Hold
5,580
– – 0.04% 176
2021
Q2 		$555K Hold
5,580
– – 0.04% 178
2021
Q1 		$489K Hold
5,580
– – 0.04% 172
2020
Q4 		$474K Sell
5,580
-536
-9% -$42.8K 0.04% 167
2020
Q3 		$460K Hold
6,116
– – 0.04% 159
2020
Q2 		$412K Sell
6,116
-468
-7% -$28.2K 0.04% 165
2020
Q1 		$336K Hold
6,584
– – 0.04% 184
2019
Q4 		$382K Hold
6,584
– – 0.03% 196
2019
Q3 		$336K Hold
6,584
– – 0.03% 196
2019
Q2 		$325K Sell
6,584
-200
-3% -$9.78K 0.03% 192
2019
Q1 		$323K Hold
6,784
– – 0.03% 193
2018
Q4 		$271K Hold
6,784
– – 0.03% 193
2018
Q3 		$329K Buy
+6,784
New +$321K 0.03% 184

Other funds holding IYW

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Spinnaker Trust's IYW Position: Q1 2026 in Review

Spinnaker Trust held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 4,286 shares worth $778K. The position accounts for 0.04% of the portfolio, ranked #166.

Spinnaker Trust first reported a position in IYW in Q3 2018 and has held it in 31 quarters since. The position peaked at $889K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Spinnaker Trust held 4,286 shares of iShares US Technology ETF worth $778K as of Q1 2026.
  • Spinnaker Trust left its iShares US Technology ETF share count unchanged in Q1 2026.
  • iShares US Technology ETF made up 0.04% of Spinnaker Trust's portfolio in Q1 2026, its #166 holding.
  • Spinnaker Trust first reported a position in iShares US Technology ETF in Q3 2018 and has held it in 31 quarters since.
  • Spinnaker Trust's iShares US Technology ETF position peaked at $889K in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.