WhitTier Trust Company’s iShares US Technology ETF IYW Stock Holding History

WhitTier Trust Company’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	$182K	Buy	748 +28	+4%	+$6.43K	﹤0.01%	526
2026 Q1	$134K	Hold	720	–	–	﹤0.01%	548
2025 Q4	$146K	Hold	720	–	–	﹤0.01%	529
2025 Q3	$142K	Hold	720	–	–	﹤0.01%	509
2025 Q2	$125K	Hold	720	–	–	﹤0.01%	585
2025 Q1	$101K	Hold	720	–	–	﹤0.01%	619
2024 Q4	$115K	Hold	720	–	–	﹤0.01%	581
2024 Q3	$109K	Buy	+720	New	+$106K	﹤0.01%	584
2024 Q1	–	Sell	-2,000	Closed	-$246K	–	1235
2023 Q4	$246K	Hold	2,000	–	–	0.01%	433
2023 Q3	$210K	Sell	2,000 -600	-23%	-$65.2K	0.01%	445
2023 Q2	$283K	Hold	2,600	–	–	0.01%	415
2023 Q1	$241K	Hold	2,600	–	–	0.01%	435
2022 Q4	$194K	Sell	2,600 -100	-4%	-$7.65K	0.01%	469
2022 Q3	$198K	Hold	2,700	–	–	0.01%	467
2022 Q2	$216K	Hold	2,700	–	–	0.01%	453
2022 Q1	$278K	Hold	2,700	–	–	0.01%	422
2021 Q4	$310K	Hold	2,700	–	–	0.01%	408
2021 Q3	$273K	Hold	2,700	–	–	0.01%	415
2021 Q2	$268K	Hold	2,700	–	–	0.01%	415
2021 Q1	$237K	Hold	2,700	–	–	0.01%	424
2020 Q4	$230K	Hold	2,700	–	–	0.01%	412
2020 Q3	$203K	Hold	2,700	–	–	0.01%	422
2020 Q2	$182K	Hold	2,700	–	–	0.01%	409
2020 Q1	$138K	Hold	2,700	–	–	0.01%	427
2019 Q4	$157K	Hold	2,700	–	–	0.01%	418
2019 Q3	$138K	Hold	2,700	–	–	0.01%	430
2019 Q2	$134K	Hold	2,700	–	–	0.01%	428
2019 Q1	$129K	Hold	2,700	–	–	0.01%	433
2018 Q4	$108K	Hold	2,700	–	–	0.01%	444
2018 Q3	$131K	Hold	2,700	–	–	0.01%	442
2018 Q2	$120K	Hold	2,700	–	–	0.01%	453
2018 Q1	$114K	Buy	+2,700	New	+$116K	0.01%	457

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

WhitTier Trust Company's IYW Position: Q2 2026 in Review

WhitTier Trust Company increased its iShares US Technology ETF (IYW) stake by 3.9% in Q2 2026, buying an estimated $6.43K and bringing the position to 748 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

WhitTier Trust Company first reported a position in IYW in Q1 2018 and has held it in 32 quarters since. The position peaked at $310K in Q4 2021. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

WhitTier Trust Company held 748 shares of iShares US Technology ETF worth $182K as of Q2 2026.
WhitTier Trust Company bought 28 iShares US Technology ETF shares in Q2 2026, an estimated $6.43K.
iShares US Technology ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #526 holding.
WhitTier Trust Company first reported a position in iShares US Technology ETF in Q1 2018 and has held it in 32 quarters since.
WhitTier Trust Company's iShares US Technology ETF position peaked at $310K in Q4 2021.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.