AWM
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AE Wealth Management’s iShares US Technology ETF IYW Stock Holding History

AE Wealth Management’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 		$3.03M Sell
12,024
-1,774
-13% -$407K 0.01% 548
2026
Q1 		$2.5M Sell
13,798
-31,002
-69% -$5.99M 0.01% 582
2025
Q4 		$8.95M Sell
44,800
-3,536
-7% -$707K 0.05% 300
2025
Q3 		$9.47M Sell
48,336
-62,994
-57% -$11.5M 0.06% 277
2025
Q2 		$19.3M Sell
111,330
-39,028
-26% -$5.92M 0.14% 167
2025
Q1 		$21.1M Buy
150,358
+13,841
+10% +$2.16M 0.18% 134
2024
Q4 		$21.8M Sell
136,517
-37,700
-22% -$5.97M 0.18% 125
2024
Q3 		$26.4M Sell
174,217
-14,860
-8% -$2.19M 0.24% 104
2024
Q2 		$28.5M Buy
189,077
+52,763
+39% +$7.29M 0.28% 80
2024
Q1 		$18.4M Sell
136,314
-137,266
-50% -$17.9M 0.21% 131
2023
Q4 		$35.4M Buy
273,580
+30,449
+13% +$3.45M 0.18% 119
2023
Q3 		$25.5M Sell
243,131
-116,550
-32% -$12.7M 0.15% 152
2023
Q2 		$39.2M Buy
359,681
+30,475
+9% +$2.99M 0.24% 82
2023
Q1 		$30.6M Buy
329,206
+68,856
+26% +$5.78M 0.2% 114
2022
Q4 		$19.4M Buy
260,350
+180,792
+227% +$13.8M 0.14% 175
2022
Q3 		$5.84M Sell
79,558
-12,889
-14% -$1.09M 0.05% 396
2022
Q2 		$7.39M Sell
92,447
-22,316
-19% -$1.98M 0.06% 340
2022
Q1 		$11.8M Sell
114,763
-12,548
-10% -$1.28M 0.08% 249
2021
Q4 		$14.6M Buy
127,311
+18,341
+17% +$2.04M 0.1% 202
2021
Q3 		$11M Buy
108,970
+41,052
+60% +$4.28M 0.09% 225
2021
Q2 		$6.75M Sell
67,918
-2,587
-4% -$241K 0.06% 297
2021
Q1 		$6.18M Sell
70,505
-4,504
-6% -$395K 0.06% 279
2020
Q4 		$6.38M Buy
75,009
+39,325
+110% +$3.14M 0.07% 239
2020
Q3 		$2.69M Buy
35,684
+19,628
+122% +$1.43M 0.04% 356
2020
Q2 		$1.08M Buy
16,056
+11,272
+236% +$680K 0.02% 599
2020
Q1 		$244K Sell
4,784
-66,536
-93% -$3.86M 0.01% 943
2019
Q4 		$4.15M Buy
71,320
+29,568
+71% +$1.61M 0.09% 206
2019
Q3 		$2.13M Sell
41,752
-42,812
-51% -$2.18M 0.06% 265
2019
Q2 		$4.18M Buy
+84,564
New +$4.13M 0.13% 142

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

AE Wealth Management's IYW Position: Q2 2026 in Review

AE Wealth Management reduced its iShares US Technology ETF (IYW) stake by 13% in Q2 2026, selling an estimated $407K and leaving 12,024 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #548.

AE Wealth Management first reported a position in IYW in Q2 2019 and has held it in 29 quarters since. The position peaked at $39.2M in Q2 2023. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • AE Wealth Management held 12,024 shares of iShares US Technology ETF worth $3.03M as of Q2 2026.
  • AE Wealth Management sold 1,774 iShares US Technology ETF shares in Q2 2026, an estimated $407K.
  • iShares US Technology ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #548 holding.
  • AE Wealth Management first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's iShares US Technology ETF position peaked at $39.2M in Q2 2023.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.