Trustmark National Bank Trust Department’s iShares US Technology ETF IYW Stock Holding History

Trustmark National Bank Trust Department’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	$2.62M	Sell	14,430 -1,057	-7%	-$204K	0.17%	92
2025 Q4	$3.09M	Buy	15,487 +1,997	+15%	+$399K	0.2%	89
2025 Q3	$2.64M	Sell	13,490 -40	-0.3%	-$7.32K	0.17%	98
2025 Q2	$2.34M	Sell	13,530 -15	-0.1%	-$2.27K	0.16%	100
2025 Q1	$1.9M	Sell	13,545 -236	-2%	-$36.8K	0.14%	110
2024 Q4	$2.2M	Sell	13,781 -34	-0.2%	-$5.38K	0.16%	98
2024 Q3	$2.09M	Sell	13,815 -940	-6%	-$138K	0.16%	105
2024 Q2	$2.22M	Sell	14,755 -447	-3%	-$61.8K	0.18%	99
2024 Q1	$2.05M	Sell	15,202 -517	-3%	-$67.3K	0.17%	109
2023 Q4	$1.93M	Sell	15,719 -927	-6%	-$105K	0.18%	100
2023 Q3	$1.75M	Sell	16,646 -24,060	-59%	-$2.62M	0.17%	103
2023 Q2	$4.43M	Buy	+40,706	New	+$4M	0.41%	60
2019 Q3	–	Sell	-320	Closed	-$16K	–	386
2019 Q2	$16K	Hold	320	–	–	﹤0.01%	436
2019 Q1	$15K	Hold	320	–	–	﹤0.01%	438
2018 Q4	$13K	Sell	320 -240	-43%	-$10.4K	﹤0.01%	437
2018 Q3	$27K	Buy	+560	New	+$26.5K	﹤0.01%	406
2014 Q4	–	Sell	-19,288	Closed	-$485K	–	319
2014 Q3	$485K	Sell	19,288 -35,012	-64%	-$875K	0.07%	225
2014 Q2	$1.31M	Sell	54,300 -2,480	-4%	-$57.3K	0.15%	125
2014 Q1	$1.29M	Buy	+56,780	New	+$1.27M	0.15%	123

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Trustmark National Bank Trust Department's IYW Position: Q1 2026 in Review

Trustmark National Bank Trust Department reduced its iShares US Technology ETF (IYW) stake by 6.8% in Q1 2026, selling an estimated $204K and leaving 14,430 shares worth $2.62M. The position accounts for 0.17% of the portfolio, ranked #92.

Trustmark National Bank Trust Department first reported a position in IYW in Q1 2014 and has held it in 19 quarters since. The position peaked at $4.43M in Q2 2023. 1,178 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Trustmark National Bank Trust Department held 14,430 shares of iShares US Technology ETF worth $2.62M as of Q1 2026.
Trustmark National Bank Trust Department sold 1,057 iShares US Technology ETF shares in Q1 2026, an estimated $204K.
iShares US Technology ETF made up 0.17% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #92 holding.
Trustmark National Bank Trust Department first reported a position in iShares US Technology ETF in Q1 2014 and has held it in 19 quarters since.
Trustmark National Bank Trust Department's iShares US Technology ETF position peaked at $4.43M in Q2 2023.
1,178 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.