5W
IYW icon

5T Wealth’s iShares US Technology ETF IYW Stock Holding History

5T Wealth’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 		$377K Hold
1,496
– – 0.14% 103
2026
Q1 		$271K Sell
1,496
-639
-30% -$123K 0.11% 119
2025
Q4 		$426K Sell
2,135
-88
-4% -$17.6K 0.17% 95
2025
Q3 		$435K Sell
2,223
-4,245
-66% -$777K 0.19% 90
2025
Q2 		$1.12M Buy
6,468
+2,405
+59% +$365K 0.53% 50
2025
Q1 		$571K Sell
4,063
-188
-4% -$29.3K 0.31% 71
2024
Q4 		$678K Buy
+4,251
New +$673K 0.37% 60

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

5T Wealth's IYW Position: Q2 2026 in Review

5T Wealth held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,496 shares worth $377K. The position accounts for 0.14% of the portfolio, ranked #103.

5T Wealth first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q2 2025. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • 5T Wealth held 1,496 shares of iShares US Technology ETF worth $377K as of Q2 2026.
  • 5T Wealth left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.14% of 5T Wealth's portfolio in Q2 2026, its #103 holding.
  • 5T Wealth first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • 5T Wealth's iShares US Technology ETF position peaked at $1.12M in Q2 2025.
  • 1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.