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Accredited Investors’s iShares US Technology ETF IYW Stock Holding History

Accredited Investors’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 		$1.34M Sell
5,307
-1,507
-22% -$346K 0.06% 99
2026
Q1 		$1.24M Buy
6,814
+4,390
+181% +$848K 0.07% 97
2025
Q4 		$484K Hold
2,424
– – 0.03% 161
2025
Q3 		$475K Hold
2,424
– – 0.03% 151
2025
Q2 		$420K Hold
2,424
– – 0.02% 150
2025
Q1 		$340K Hold
2,424
– – 0.02% 162
2024
Q4 		$387K Hold
2,424
– – 0.02% 156
2024
Q3 		$367K Buy
2,424
+1
+0% +$147 0.02% 156
2024
Q2 		$365K Hold
2,423
– – 0.02% 147
2024
Q1 		$327K Buy
2,423
+8
+0.3% +$1.04K 0.02% 155
2023
Q4 		$296K Buy
2,415
+1
+0% +$113 0.02% 153
2023
Q3 		$253K Sell
2,414
-292
-11% -$31.8K 0.02% 151
2023
Q2 		$295K Buy
2,706
+2
+0.1% +$196 0.02% 149
2023
Q1 		$251K Buy
2,704
+3
+0.1% +$252 0.02% 164
2022
Q4 		$201K Buy
+2,701
New +$207K 0.02% 179
2022
Q3 		– Sell
-2,696
Closed -$216K – 175
2022
Q2 		$216K Buy
2,696
+1
+0% +$89 0.03% 160
2022
Q1 		$278K Buy
2,695
+50
+2% +$5.11K 0.03% 151
2021
Q4 		$304K Buy
2,645
+55
+2% +$6.11K 0.03% 144
2021
Q3 		$262K Hold
2,590
– – 0.03% 146
2021
Q2 		$257K Buy
2,590
+5
+0.2% +$466 0.03% 143
2021
Q1 		$227K Buy
2,585
+40
+2% +$3.5K 0.03% 144
2020
Q4 		$217K Buy
+2,545
New +$203K 0.04% 141

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

Accredited Investors's IYW Position: Q2 2026 in Review

Accredited Investors reduced its iShares US Technology ETF (IYW) stake by 22% in Q2 2026, selling an estimated $346K and leaving 5,307 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #99.

Accredited Investors first reported a position in IYW in Q4 2020 and has held it in 22 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Accredited Investors held 5,307 shares of iShares US Technology ETF worth $1.34M as of Q2 2026.
  • Accredited Investors sold 1,507 iShares US Technology ETF shares in Q2 2026, an estimated $346K.
  • iShares US Technology ETF made up 0.06% of Accredited Investors's portfolio in Q2 2026, its #99 holding.
  • Accredited Investors first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.