UMB Bank’s iShares US Technology ETF IYW Stock Holding History

UMB Bank’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	$61.7K	Buy	340 +6	+2%	+$1.16K	﹤0.01%	1169
2025 Q4	$66.7K	Buy	+334	New	+$66.8K	﹤0.01%	1128
2022 Q4	–	Sell	-4,000	Closed	-$293K	–	1772
2022 Q3	$293K	Hold	4,000	–	–	﹤0.01%	516
2022 Q2	$320K	Hold	4,000	–	–	0.01%	532
2022 Q1	$412K	Hold	4,000	–	–	0.01%	505
2021 Q4	$459K	Buy	+4,000	New	+$444K	0.01%	491

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

UMB Bank's IYW Position: Q1 2026 in Review

UMB Bank increased its iShares US Technology ETF (IYW) stake by 1.8% in Q1 2026, buying an estimated $1.16K and bringing the position to 340 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

UMB Bank first reported a position in IYW in Q4 2021 and has held it in 6 quarters since. The position peaked at $459K in Q4 2021. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

UMB Bank held 340 shares of iShares US Technology ETF worth $61.7K as of Q1 2026.
UMB Bank bought 6 iShares US Technology ETF shares in Q1 2026, an estimated $1.16K.
iShares US Technology ETF made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1169 holding.
UMB Bank first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 6 quarters since.
UMB Bank's iShares US Technology ETF position peaked at $459K in Q4 2021.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.