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

Webster 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
2025 Q2	–	Sell	-136	Closed	-$19.1K	–	682
2025 Q1	$19.1K	Buy	+136	New	+$21.2K	﹤0.01%	432
2021 Q3	–	Sell	-250	Closed	-$25K	–	548
2021 Q2	$25K	Hold	250	–	–	﹤0.01%	384
2021 Q1	$22K	Sell	250 -248	-50%	-$21.7K	﹤0.01%	402
2020 Q4	$42K	Sell	498 -138	-22%	-$11K	﹤0.01%	340
2020 Q3	$48K	Sell	636 -240	-27%	-$17.5K	0.01%	303
2020 Q2	$59K	Hold	876	–	–	0.01%	280
2020 Q1	$45K	Hold	876	–	–	0.01%	286
2019 Q4	$51K	Hold	876	–	–	0.01%	318
2019 Q3	$45K	Hold	876	–	–	0.01%	318
2019 Q2	$43K	Hold	876	–	–	0.01%	319
2019 Q1	$42K	Hold	876	–	–	0.01%	322
2018 Q4	$35K	Hold	876	–	–	0.01%	330
2018 Q3	$42K	Hold	876	–	–	0.01%	344
2018 Q2	$39K	Hold	876	–	–	0.01%	348
2018 Q1	$37K	Hold	876	–	–	0.01%	369
2017 Q4	$36K	Sell	876 -240	-22%	-$9.62K	0.01%	402
2017 Q3	$42K	Hold	1,116	–	–	0.01%	370
2017 Q2	$39K	Hold	1,116	–	–	0.01%	374
2017 Q1	$38K	Hold	1,116	–	–	0.01%	392
2016 Q4	$34K	Buy	+1,116	New	+$33.3K	0.01%	382

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Webster Bank's IYW Position: Q2 2025 in Review

Webster Bank sold out of iShares US Technology ETF (IYW) in Q2 2025, closing a stake of 136 shares — an estimated $19.1K sold.

Webster Bank first reported a position in IYW in Q4 2016 and held it in 20 quarters. The position peaked at $59K in Q2 2020. 1,166 funds tracked by Wall St. Rank hold IYW as of Q2 2025.

Webster Bank reported no remaining iShares US Technology ETF position as of Q2 2025 after selling out during the quarter.
Webster Bank sold 136 iShares US Technology ETF shares in Q2 2025, an estimated $19.1K.
Webster Bank first reported a position in iShares US Technology ETF in Q4 2016 and held it in 20 quarters.
Webster Bank's iShares US Technology ETF position peaked at $59K in Q2 2020.
1,166 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2025.

Based on Webster Bank's 13F filing for Q2 2025, filed 8 Jul 2025.