Adapt Wealth Advisors
IYW icon

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

Adapt 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 		– Sell
-4,571
Closed -$829K – 103
2026
Q1 		$829K Buy
4,571
+22
+0.5% +$4.25K 0.3% 47
2025
Q4 		$908K Sell
4,549
-7
-0.2% -$1.4K 0.31% 47
2025
Q3 		$892K Buy
4,556
+160
+4% +$29.3K 0.33% 46
2025
Q2 		$762K Hold
4,396
– – 0.34% 35
2025
Q1 		$617K Hold
4,396
– – 0.3% 37
2024
Q4 		$701K Sell
4,396
-200
-4% -$31.6K 0.35% 38
2024
Q3 		$697K Hold
4,596
– – 0.37% 37
2024
Q2 		$692K Buy
+4,596
New +$635K 0.43% 36

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PGIM Custom Harvest
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 $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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 22.9% 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

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

Adapt Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 4,571 shares — an estimated $829K sold.

Adapt Wealth Advisors first reported a position in IYW in Q2 2024 and held it in 8 quarters. The position peaked at $908K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Adapt Wealth Advisors reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Adapt Wealth Advisors sold 4,571 iShares US Technology ETF shares in Q2 2026, an estimated $829K.
  • Adapt Wealth Advisors first reported a position in iShares US Technology ETF in Q2 2024 and held it in 8 quarters.
  • Adapt Wealth Advisors's iShares US Technology ETF position peaked at $908K in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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