Abound Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Abound Wealth Management’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	$6.31K	Hold	25	–	–	﹤0.01%	557
2026 Q1	$4.54K	Sell	25 -39	-61%	-$7.54K	﹤0.01%	753
2025 Q4	$12.8K	Sell	64 -108	-63%	-$21.6K	﹤0.01%	455
2025 Q3	$33.7K	Buy	+172	New	+$31.5K	0.01%	269
2025 Q2	–	Sell	-141	Closed	-$19.8K	–	1327
2025 Q1	$19.8K	Buy	141 +138	+4,600%	+$21.5K	0.01%	294
2024 Q4	$479	Buy	+3	New	+$475	﹤0.01%	805
2024 Q1	–	Sell	-5	Closed	-$614	–	1348
2023 Q4	$614	Buy	+5	New	+$566	﹤0.01%	872

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

Abound Wealth Management's IYW Position: Q2 2026 in Review

Abound Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 25 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Abound Wealth Management first reported a position in IYW in Q4 2023 and has held it in 7 quarters since. The position peaked at $33.7K in Q3 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Abound Wealth Management held 25 shares of iShares US Technology ETF worth $6.31K as of Q2 2026.
Abound Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #557 holding.
Abound Wealth Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 7 quarters since.
Abound Wealth Management's iShares US Technology ETF position peaked at $33.7K in Q3 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.