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

Activest 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	$35.3K	Sell	140 -1,160	-89%	-$266K	0.01%	330
2026 Q1	$236K	Sell	1,300 -14,315	-92%	-$2.77M	0.04%	134
2025 Q4	$3.12M	Buy	15,615 +14,455	+1,246%	+$2.89M	0.58%	22
2025 Q3	$227K	Buy	+1,160	New	+$212K	0.05%	121
2025 Q1	–	Sell	-251	Closed	-$39.1K	–	1121
2024 Q4	$40K	Sell	251 -94	-27%	-$14.9K	0.01%	190
2024 Q3	$52.3K	Buy	+345	New	+$50.7K	0.02%	169
2022 Q2	–	Sell	-80	Closed	-$8K	–	383
2022 Q1	$8K	Hold	80	–	–	0.01%	226
2021 Q4	$9K	Hold	80	–	–	0.01%	210
2021 Q3	$8K	Hold	80	–	–	0.01%	246
2021 Q2	$8K	Hold	80	–	–	0.01%	221
2021 Q1	$7K	Buy	+80	New	+$7.01K	0.01%	219

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

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

Activest Wealth Management reduced its iShares US Technology ETF (IYW) stake by 89% in Q2 2026, selling an estimated $266K and leaving 140 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #330.

Activest Wealth Management first reported a position in IYW in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.12M in Q4 2025. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Activest Wealth Management held 140 shares of iShares US Technology ETF worth $35.3K as of Q2 2026.
Activest Wealth Management sold 1,160 iShares US Technology ETF shares in Q2 2026, an estimated $266K.
iShares US Technology ETF made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #330 holding.
Activest Wealth Management first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 11 quarters since.
Activest Wealth Management's iShares US Technology ETF position peaked at $3.12M in Q4 2025.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.