Summit Trail Advisors’s iShares US Technology ETF IYW Stock Holding History

Summit Trail Advisors’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	$206K	Buy	+816	New	+$187K	﹤0.01%	1417
2026 Q1	–	Sell	-3,430	Closed	-$685K	–	1473
2025 Q4	$685K	Sell	3,430 -2	-0.1%	-$400	0.01%	986
2025 Q3	$672K	Buy	3,432 +385	+13%	+$70.4K	0.01%	993
2025 Q2	$528K	Buy	+3,047	New	+$462K	0.01%	717
2018 Q1	–	Sell	-4	Closed	–	–	1068
2017 Q4	$0	Buy	+4	New	+$160	﹤0.01%	2034

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 22.96% 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

Summit Trail Advisors's IYW Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 816 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in IYW as recently as Q4 2025.

Summit Trail Advisors first reported a position in IYW in Q4 2017 and has held it in 5 quarters since. The position peaked at $685K in Q4 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Summit Trail Advisors held 816 shares of iShares US Technology ETF worth $206K as of Q2 2026.
iShares US Technology ETF was a new Summit Trail Advisors position in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1417 holding.
Summit Trail Advisors first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 5 quarters since.
Summit Trail Advisors's iShares US Technology ETF position peaked at $685K in Q4 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.