AWC
IYW icon

Abundance Wealth Counselors’s iShares US Technology ETF IYW Stock Holding History

Abundance Wealth Counselors’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 		$390K Buy
+1,545
New +$355K 0.03% 200
2024
Q1 		– Sell
-1,668
Closed -$205K – 143
2023
Q4 		$205K Sell
1,668
-294
-15% -$33.3K 0.05% 132
2023
Q3 		$206K Buy
+1,962
New +$213K 0.06% 122
2023
Q2 		– Sell
-3,614
Closed -$335K – 105
2023
Q1 		$335K Sell
3,614
-220
-6% -$18.5K 0.08% 119
2022
Q4 		$286K Sell
3,834
-187
-5% -$14.3K 0.08% 118
2022
Q3 		$295K Sell
4,021
-184
-4% -$15.6K 0.08% 108
2022
Q2 		$336K Sell
4,205
-343
-8% -$30.4K 0.09% 108
2022
Q1 		$469K Sell
4,548
-1,224
-21% -$125K 0.13% 92
2021
Q4 		$663K Buy
+5,772
New +$641K 0.17% 70
2021
Q3 		– Sell
-6,393
Closed -$635K – 81
2021
Q2 		$635K Sell
6,393
-777
-11% -$72.5K 0.16% 66
2021
Q1 		$629K Sell
7,170
-5,930
-45% -$520K 0.16% 65
2020
Q4 		$1.11M Sell
13,100
-184
-1% -$14.7K 0.28% 27
2020
Q3 		$1M Hold
13,284
– – 0.29% 26
2020
Q2 		$896K Buy
13,284
+60
+0.5% +$3.62K 0.27% 29
2020
Q1 		$676K Sell
13,224
-84
-0.6% -$4.87K 0.23% 16
2019
Q4 		$774K Hold
13,308
– – 0.22% 16
2019
Q3 		$679K Hold
13,308
– – 0.21% 15
2019
Q2 		$658K Sell
13,308
-56
-0.4% -$2.74K 0.2% 15
2019
Q1 		$637K Sell
13,364
-3,536
-21% -$157K 0.21% 14
2018
Q4 		$676K Buy
+16,900
New +$732K 0.25% 15

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

Abundance Wealth Counselors's IYW Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,545 shares worth $390K. The stake represents 0.03% of the portfolio and ranks #200 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in IYW as recently as Q4 2023.

Abundance Wealth Counselors first reported a position in IYW in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.11M in Q4 2020. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Abundance Wealth Counselors held 1,545 shares of iShares US Technology ETF worth $390K as of Q2 2026.
  • iShares US Technology ETF was a new Abundance Wealth Counselors position in Q2 2026.
  • iShares US Technology ETF made up 0.03% of Abundance Wealth Counselors's portfolio in Q2 2026, its #200 holding.
  • Abundance Wealth Counselors first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 20 quarters since.
  • Abundance Wealth Counselors's iShares US Technology ETF position peaked at $1.11M in Q4 2020.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.