Whittier Trust’s iShares US Technology ETF IYW Stock Holding History

Whittier Trust’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 Q3	$160K	Sell	596 -610	-51%	-$152K	﹤0.01%	669
2026 Q2	$298K	Buy	+1,206	New	+$277K	﹤0.01%	564
2023 Q1	–	Sell	-16	Closed	-$1.19K	–	1624
2022 Q4	$1.19K	Buy	+16	New	+$1.22K	﹤0.01%	1528
2020 Q1	–	Sell	-1,240	Closed	-$72K	–	1531
2019 Q4	$72K	Buy	+1,240	New	+$67.4K	﹤0.01%	761
2018 Q2	–	Sell	-500	Closed	-$21K	–	1305
2018 Q1	$21K	Hold	500	–	–	﹤0.01%	926
2017 Q4	$20K	Hold	500	–	–	﹤0.01%	922
2017 Q3	$19K	Buy	+500	New	+$18.3K	﹤0.01%	910

Other funds holding IYW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Parker Investment Management Menlo Park, California $1.32B AUM 43.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Whittier Trust's IYW Position: Q3 2026 in Review

Whittier Trust reduced its iShares US Technology ETF (IYW) stake by 51% in Q3 2026, selling an estimated $152K and leaving 596 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Whittier Trust first reported a position in IYW in Q3 2017 and has held it in 7 quarters since. The position peaked at $298K in Q2 2026. 1,018 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Whittier Trust held 596 shares of iShares US Technology ETF worth $160K as of Q3 2026.
Whittier Trust sold 610 iShares US Technology ETF shares in Q3 2026, an estimated $152K.
iShares US Technology ETF made up ﹤0.01% of Whittier Trust's portfolio in Q3 2026, its #669 holding.
Whittier Trust first reported a position in iShares US Technology ETF in Q3 2017 and has held it in 7 quarters since.
Whittier Trust's iShares US Technology ETF position peaked at $298K in Q2 2026.
1,018 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Whittier Trust's 13F filing for Q3 2026, filed 12 Nov 2026.