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AdvisorShares Investments’s iShares US Technology ETF IYW Stock Holding History

AdvisorShares Investments’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 		$6.66M Buy
26,393
+17,261
+189% +$3.96M 0.8% 18
2026
Q1 		$1.66M Sell
9,132
-22,785
-71% -$4.4M 0.3% 50
2025
Q4 		$6.37M Buy
31,917
+3,456
+12% +$691K 1.06% 36
2025
Q3 		$5.57M Sell
28,461
-707
-2% -$129K 0.91% 31
2025
Q2 		$5.05M Sell
29,168
-4,571
-14% -$693K 0.91% 30
2025
Q1 		$4.79M Buy
33,739
+1,743
+5% +$271K 0.94% 31
2024
Q4 		$5.1M Sell
31,996
-1,262
-4% -$200K 0.98% 33
2024
Q3 		$5.04M Sell
33,258
-2,509
-7% -$369K 0.97% 33
2024
Q2 		$5.44M Sell
35,767
-327
-0.9% -$45.2K 0.95% 27
2024
Q1 		$4.87M Buy
36,094
+12,994
+56% +$1.69M 0.82% 32
2023
Q4 		$2.84M Buy
+23,100
New +$2.62M 0.66% 33

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

AdvisorShares Investments's IYW Position: Q2 2026 in Review

AdvisorShares Investments increased its iShares US Technology ETF (IYW) stake by 189% in Q2 2026, buying an estimated $3.96M and bringing the position to 26,393 shares worth $6.66M. The position accounts for 0.8% of the portfolio, ranked #18.

AdvisorShares Investments first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • AdvisorShares Investments held 26,393 shares of iShares US Technology ETF worth $6.66M as of Q2 2026.
  • AdvisorShares Investments bought 17,261 iShares US Technology ETF shares in Q2 2026, an estimated $3.96M.
  • iShares US Technology ETF made up 0.8% of AdvisorShares Investments's portfolio in Q2 2026, its #18 holding.
  • AdvisorShares Investments first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.