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Advus Financial Partners’s iShares US Technology ETF IYW Stock Holding History

Advus Financial Partners’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 		$2.07M Sell
8,192
-3,216
-28% -$739K 0.47% 45
2026
Q1 		$2.07M Sell
11,408
-196
-2% -$37.9K 0.52% 42
2025
Q4 		$2.32M Sell
11,604
-1,592
-12% -$318K 0.56% 36
2025
Q3 		$2.58M Sell
13,196
-708
-5% -$130K 0.62% 32
2025
Q2 		$2.41M Buy
13,904
+357
+3% +$54.1K 0.62% 31
2025
Q1 		$1.9M Sell
13,547
-49
-0.4% -$7.63K 0.53% 32
2024
Q4 		$2.17M Sell
13,596
-420
-3% -$66.5K 0.61% 31
2024
Q3 		$2.13M Sell
14,016
-237
-2% -$34.9K 0.61% 30
2024
Q2 		$2.15M Buy
14,253
+218
+2% +$30.1K 0.65% 30
2024
Q1 		$1.9M Buy
14,035
+1,831
+15% +$238K 0.59% 32
2023
Q4 		$1.5M Buy
12,204
+1,578
+15% +$179K 0.51% 33
2023
Q3 		$1.11M Sell
10,626
-5,483
-34% -$596K 0.44% 36
2023
Q2 		$1.75M Buy
16,109
+1,407
+10% +$138K 0.68% 31
2023
Q1 		$1.36M Buy
14,702
+11,137
+312% +$935K 0.56% 33
2022
Q4 		$266K Buy
+3,565
New +$273K 0.12% 113

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

Advus Financial Partners's IYW Position: Q2 2026 in Review

Advus Financial Partners reduced its iShares US Technology ETF (IYW) stake by 28% in Q2 2026, selling an estimated $739K and leaving 8,192 shares worth $2.07M. The position accounts for 0.47% of the portfolio, ranked #45.

Advus Financial Partners first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.58M in Q3 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Advus Financial Partners held 8,192 shares of iShares US Technology ETF worth $2.07M as of Q2 2026.
  • Advus Financial Partners sold 3,216 iShares US Technology ETF shares in Q2 2026, an estimated $739K.
  • iShares US Technology ETF made up 0.47% of Advus Financial Partners's portfolio in Q2 2026, its #45 holding.
  • Advus Financial Partners first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • Advus Financial Partners's iShares US Technology ETF position peaked at $2.58M in Q3 2025.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.