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

Accurate 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	$606K	Sell	2,423 -38	-2%	-$8.73K	0.06%	307
2026 Q1	$478K	Buy	2,461 +369	+18%	+$71.3K	0.06%	328
2025 Q4	$422K	Sell	2,092 -21	-1%	-$4.2K	0.05%	337
2025 Q3	$411K	Sell	2,113 -144	-6%	-$26.3K	0.05%	328
2025 Q2	$397K	Sell	2,257 -62	-3%	-$9.4K	0.06%	306
2025 Q1	$315K	Sell	2,319 -688	-23%	-$107K	0.06%	272
2024 Q4	$475K	Buy	3,007 +113	+4%	+$17.9K	0.09%	207
2024 Q3	$446K	Buy	2,894 +1,325	+84%	+$195K	0.09%	221
2024 Q2	$246K	Buy	+1,569	New	+$217K	0.06%	275
2023 Q1	–	Sell	-1,228	Closed	-$93.3K	–	840
2022 Q4	$93.3K	Buy	+1,228	New	+$93.9K	0.03%	320

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

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

Accurate Wealth Management reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q2 2026, selling an estimated $8.73K and leaving 2,423 shares worth $606K. The position accounts for 0.06% of the portfolio, ranked #307.

Accurate Wealth Management first reported a position in IYW in Q4 2022 and has held it in 10 quarters since. 1,300 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Accurate Wealth Management held 2,423 shares of iShares US Technology ETF worth $606K as of Q2 2026.
Accurate Wealth Management sold 38 iShares US Technology ETF shares in Q2 2026, an estimated $8.73K.
iShares US Technology ETF made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #307 holding.
Accurate Wealth Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 10 quarters since.
1,300 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.