Accelerate Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Accelerate Investment Advisors’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	$540K	Hold	2,140	–	–	0.31%	55
2026 Q1	$388K	Sell	2,140 -13	-0.6%	-$2.51K	0.26%	57
2025 Q4	$430K	Buy	2,153 +40	+2%	+$8K	0.29%	55
2025 Q3	$414K	Sell	2,113 -2,133	-50%	-$390K	0.28%	54
2025 Q2	$736K	Buy	4,246 +312	+8%	+$47.3K	0.55%	35
2025 Q1	$553K	Buy	3,934 +291	+8%	+$45.3K	0.46%	40
2024 Q4	$581K	Buy	3,643 +570	+19%	+$90.2K	0.51%	35
2024 Q3	$466K	Buy	+3,073	New	+$452K	0.46%	38

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

Accelerate Investment Advisors's IYW Position: Q2 2026 in Review

Accelerate Investment Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,140 shares worth $540K. The position accounts for 0.31% of the portfolio, ranked #55.

Accelerate Investment Advisors first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. The position peaked at $736K in Q2 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Accelerate Investment Advisors held 2,140 shares of iShares US Technology ETF worth $540K as of Q2 2026.
Accelerate Investment Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.31% of Accelerate Investment Advisors's portfolio in Q2 2026, its #55 holding.
Accelerate Investment Advisors first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
Accelerate Investment Advisors's iShares US Technology ETF position peaked at $736K in Q2 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.