Advisors Preferred’s iShares US Technology ETF IYW Stock Holding History

Advisors Preferred’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	$227K	Buy	+934	New	+$215K	0.04%	173
2025 Q4	–	Sell	-1,069	Closed	-$211K	–	273
2025 Q3	$211K	Buy	1,069 +931	+675%	+$170K	0.03%	194
2025 Q2	$23.6K	Buy	+138	New	+$20.9K	﹤0.01%	180
2025 Q1	–	Sell	-1,689	Closed	-$269K	–	296
2024 Q4	$269K	Buy	+1,689	New	+$267K	0.04%	136
2021 Q1	–	Sell	-61	Closed	-$5K	–	190
2020 Q4	$5K	Sell	61 -639	-91%	-$51.1K	﹤0.01%	166
2020 Q3	$53K	Sell	700 -160	-19%	-$11.7K	0.01%	119
2020 Q2	$58K	Buy	860 +256	+42%	+$15.5K	0.02%	114
2020 Q1	$31K	Sell	604 -2,448	-80%	-$142K	0.02%	93
2019 Q4	$177K	Buy	3,052 +344	+13%	+$18.7K	0.05%	110
2019 Q3	$138K	Sell	2,708 -479,548	-99%	-$24.4M	0.03%	95
2019 Q2	$2.46M	Buy	+482,256	New	+$23.6M	0.84%	18
2018 Q3	–	Sell	-428,792	Closed	-$19.1M	–	220
2018 Q2	$19.1M	Buy	428,792 +157,832	+58%	+$6.98M	8.54%	5
2018 Q1	$11.4M	Buy	+270,960	New	+$11.7M	5.29%	5
2017 Q4	–	Sell	-249,908	Closed	-$9.37M	–	235
2017 Q3	$9.37M	Buy	+249,908	New	+$9.16M	5.42%	5
2015 Q1	–	Sell	-318,648	Closed	-$8.32M	–	308
2014 Q4	$8.32M	Sell	318,648 -32,152	-9%	-$820K	3.91%	1
2014 Q3	$8.84M	Buy	350,800 +349,468	+26,236%	+$8.73M	5.7%	1
2014 Q2	$32.3K	Sell	1,332 -28,048	-95%	-$648K	0.02%	197
2014 Q1	$669K	Buy	29,380 +25,612	+680%	+$572K	0.3%	83
2013 Q4	$83K	Buy	+3,768	New	+$78.5K	0.05%	163

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

Advisors Preferred's IYW Position: Q2 2026 in Review

Advisors Preferred opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 934 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #173 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in IYW as recently as Q3 2025.

Advisors Preferred first reported a position in IYW in Q4 2013 and has held it in 19 quarters since. The position peaked at $19.1M in Q2 2018. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Advisors Preferred held 934 shares of iShares US Technology ETF worth $227K as of Q2 2026.
iShares US Technology ETF was a new Advisors Preferred position in Q2 2026.
iShares US Technology ETF made up 0.04% of Advisors Preferred's portfolio in Q2 2026, its #173 holding.
Advisors Preferred first reported a position in iShares US Technology ETF in Q4 2013 and has held it in 19 quarters since.
Advisors Preferred's iShares US Technology ETF position peaked at $19.1M in Q2 2018.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Advisors Preferred's 13F filing for Q2 2026, filed 11 Aug 2026.