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 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 $1.66T 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Summit Trail Advisors's IYW Position: Q1 2026 in Review

Summit Trail Advisors sold out of iShares US Technology ETF (IYW) in Q1 2026, closing a stake of 3,430 shares — an estimated $685K sold.

Summit Trail Advisors first reported a position in IYW in Q4 2017 and held it in 4 quarters. The position peaked at $685K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Summit Trail Advisors reported no remaining iShares US Technology ETF position as of Q1 2026 after selling out during the quarter.
Summit Trail Advisors sold 3,430 iShares US Technology ETF shares in Q1 2026, an estimated $685K.
Summit Trail Advisors first reported a position in iShares US Technology ETF in Q4 2017 and held it in 4 quarters.
Summit Trail Advisors's iShares US Technology ETF position peaked at $685K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.