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 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	+$67.5K	﹤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

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's IYW Position: Q2 2026 in Review

Whittier Trust opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,206 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Whittier Trust previously reported a position in IYW as recently as Q4 2022.

Whittier Trust first reported a position in IYW in Q3 2017 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Whittier Trust held 1,206 shares of iShares US Technology ETF worth $298K as of Q2 2026.
iShares US Technology ETF was a new Whittier Trust position in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #564 holding.
Whittier Trust first reported a position in iShares US Technology ETF in Q3 2017 and has held it in 6 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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