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Acorn Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Acorn Wealth 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 		$519K Sell
2,057
-67
-3% -$15.4K 0.13% 156
2026
Q1 		$385K Sell
2,124
-141
-6% -$27.2K 0.11% 169
2025
Q4 		$452K Sell
2,265
-293
-11% -$58.6K 0.13% 147
2025
Q3 		$501K Buy
2,558
+597
+30% +$109K 0.16% 140
2025
Q2 		$340K Buy
+1,961
New +$297K 0.13% 158
2025
Q1 		– Sell
-1,340
Closed -$214K – 237
2024
Q4 		$214K Hold
1,340
– – 0.09% 223
2024
Q3 		$203K Sell
1,340
-622
-32% -$91.5K 0.09% 221
2024
Q2 		$295K Buy
1,962
+354
+22% +$48.9K 0.15% 150
2024
Q1 		$217K Buy
+1,608
New +$209K 0.11% 188
2020
Q1 		– Sell
-4,700
Closed -$279K – 119
2019
Q4 		$279K Buy
4,700
+4
+0.1% +$218 0.23% 93
2019
Q3 		$259K Sell
4,696
-168
-3% -$8.54K 0.22% 98
2019
Q2 		$246K Sell
4,864
-120
-2% -$5.87K 0.23% 99
2019
Q1 		$247K Sell
4,984
-740
-13% -$32.9K 0.22% 103
2018
Q4 		$235K Hold
5,724
– – 0.24% 94
2018
Q3 		$256K Sell
5,724
-400
-7% -$18.9K 0.25% 93
2018
Q2 		$276K Hold
6,124
– – 0.24% 89
2018
Q1 		$260K Hold
6,124
– – 0.22% 91
2017
Q4 		$260K Buy
+6,124
New +$245K 0.24% 84

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

Acorn Wealth Advisors's IYW Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 3.2% in Q2 2026, selling an estimated $15.4K and leaving 2,057 shares worth $519K. The position accounts for 0.13% of the portfolio, ranked #156.

Acorn Wealth Advisors first reported a position in IYW in Q4 2017 and has held it in 18 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Acorn Wealth Advisors held 2,057 shares of iShares US Technology ETF worth $519K as of Q2 2026.
  • Acorn Wealth Advisors sold 67 iShares US Technology ETF shares in Q2 2026, an estimated $15.4K.
  • iShares US Technology ETF made up 0.13% of Acorn Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • Acorn Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 18 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.