Advisory Alpha’s iShares US Technology ETF IYW Stock Holding History

Advisory Alpha’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	$2.17M	Sell	8,609 -401	-4%	-$92.1K	0.05%	129
2026 Q1	$1.63M	Sell	9,010 -395	-4%	-$76.3K	0.04%	140
2025 Q4	$1.88M	Sell	9,405 -1,557	-14%	-$311K	0.05%	126
2025 Q3	$2.18M	Buy	10,962 +1,556	+17%	+$285K	0.06%	108
2025 Q2	$1.63M	Buy	9,406 +1,064	+13%	+$161K	0.05%	121
2025 Q1	$1.17M	Sell	8,342 -163	-2%	-$25.4K	0.04%	149
2024 Q4	$1.36M	Sell	8,505 -24	-0.3%	-$3.8K	0.05%	132
2024 Q3	$1.29M	Buy	8,529 +656	+8%	+$96.5K	0.05%	129
2024 Q2	$1.19M	Sell	7,873 -4	-0.1%	-$553	0.05%	137
2024 Q1	$1.06M	Sell	7,877 -364	-4%	-$47.4K	0.04%	149
2023 Q4	$1.01M	Sell	8,241 -4,253	-34%	-$482K	0.05%	140
2023 Q3	$1.31M	Sell	12,494 -3,201	-20%	-$348K	0.07%	120
2023 Q2	$1.71M	Buy	15,695 +7,020	+81%	+$689K	0.09%	109
2023 Q1	$805K	Sell	8,675 -1,284	-13%	-$108K	0.05%	136
2022 Q4	$742K	Buy	9,959 +3,054	+44%	+$234K	0.05%	129
2022 Q3	$507K	Sell	6,905 -1,279	-16%	-$108K	0.04%	152
2022 Q2	$654K	Sell	8,184 -2,526	-24%	-$224K	0.05%	126
2022 Q1	$1.1M	Sell	10,710 -768	-7%	-$78.4K	0.07%	107
2021 Q4	$1.32M	Sell	11,478 -1,562	-12%	-$173K	0.08%	106
2021 Q3	$1.32M	Buy	+13,040	New	+$1.36M	0.09%	100
2021 Q2	–	Sell	-2,292	Closed	-$201K	–	201
2021 Q1	$201K	Buy	+2,292	New	+$201K	0.02%	173
2020 Q4	–	Sell	-2,732	Closed	-$209K	–	379
2020 Q3	$209K	Sell	2,732 -500	-15%	-$36.5K	0.04%	90
2020 Q2	$237K	Sell	3,232 -876	-21%	-$52.9K	0.05%	100
2020 Q1	$229K	Sell	4,108 -364	-8%	-$21.1K	0.06%	89
2019 Q4	$273K	Sell	4,472 -520	-10%	-$28.3K	0.07%	114
2019 Q3	$253K	Sell	4,992 -1,580	-24%	-$80.3K	0.07%	100
2019 Q2	$336K	Sell	6,572 -4,080	-38%	-$199K	0.11%	78
2019 Q1	$523K	Sell	10,652 -680	-6%	-$30.2K	0.19%	59
2018 Q4	$502K	Buy	+11,332	New	+$491K	0.24%	46

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

Advisory Alpha's IYW Position: Q2 2026 in Review

Advisory Alpha reduced its iShares US Technology ETF (IYW) stake by 4.5% in Q2 2026, selling an estimated $92.1K and leaving 8,609 shares worth $2.17M. The position accounts for 0.05% of the portfolio, ranked #129.

Advisory Alpha first reported a position in IYW in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.18M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Advisory Alpha held 8,609 shares of iShares US Technology ETF worth $2.17M as of Q2 2026.
Advisory Alpha sold 401 iShares US Technology ETF shares in Q2 2026, an estimated $92.1K.
iShares US Technology ETF made up 0.05% of Advisory Alpha's portfolio in Q2 2026, its #129 holding.
Advisory Alpha first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 29 quarters since.
Advisory Alpha's iShares US Technology ETF position peaked at $2.18M in Q3 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.