Allen Investment Management’s iShares US Technology ETF IYW Stock Holding History

Allen Investment 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	$2.68M	Hold	10,606	–	–	0.03%	120
2026 Q1	$1.92M	Hold	10,606	–	–	0.02%	126
2025 Q4	$2.12M	Buy	10,606 +5,142	+94%	+$1.03M	0.02%	122
2025 Q3	$1.07M	Hold	5,464	–	–	0.01%	137
2025 Q2	$947K	Hold	5,464	–	–	0.01%	139
2025 Q1	$767K	Hold	5,464	–	–	0.01%	143
2024 Q4	$872K	Hold	5,464	–	–	0.01%	142
2024 Q3	$828K	Hold	5,464	–	–	0.01%	152
2024 Q2	$822K	Hold	5,464	–	–	0.01%	147
2024 Q1	$738K	Hold	5,464	–	–	0.01%	141
2023 Q4	$671K	Hold	5,464	–	–	0.01%	147
2023 Q3	$573K	Hold	5,464	–	–	0.01%	158
2023 Q2	$595K	Hold	5,464	–	–	0.01%	152
2023 Q1	$507K	Hold	5,464	–	–	0.01%	157
2022 Q4	$407K	Hold	5,464	–	–	0.01%	172
2022 Q3	$401K	Hold	5,464	–	–	0.01%	168
2022 Q2	$437K	Hold	5,464	–	–	0.01%	172
2022 Q1	$563K	Hold	5,464	–	–	0.01%	168
2021 Q4	$627K	Hold	5,464	–	–	0.01%	169
2021 Q3	$553K	Hold	5,464	–	–	0.01%	137
2021 Q2	$543K	Hold	5,464	–	–	0.01%	131
2021 Q1	$479K	Hold	5,464	–	–	0.01%	139
2020 Q4	$465K	Hold	5,464	–	–	0.01%	134
2020 Q3	$411K	Hold	5,464	–	–	0.01%	137
2020 Q2	$369K	Hold	5,464	–	–	0.01%	137
2020 Q1	$279K	Hold	5,464	–	–	0.01%	149
2019 Q4	$318K	Hold	5,464	–	–	0.01%	151
2019 Q3	$279K	Hold	5,464	–	–	0.01%	172
2019 Q2	$270K	Hold	5,464	–	–	0.01%	178
2019 Q1	$260K	Buy	+5,464	New	+$243K	0.01%	176
2016 Q2	–	Sell	-8,068	Closed	-$219K	–	227
2016 Q1	$219K	Buy	+8,068	New	+$204K	0.02%	185

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

Allen Investment Management's IYW Position: Q2 2026 in Review

Allen Investment Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 10,606 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #120.

Allen Investment Management first reported a position in IYW in Q1 2016 and has held it in 31 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Allen Investment Management held 10,606 shares of iShares US Technology ETF worth $2.68M as of Q2 2026.
Allen Investment Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.03% of Allen Investment Management's portfolio in Q2 2026, its #120 holding.
Allen Investment Management first reported a position in iShares US Technology ETF in Q1 2016 and has held it in 31 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.