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IYW icon

Allworth Financial’s iShares US Technology ETF IYW Stock Holding History

Allworth Financial’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 		$2.96M Sell
11,740
-762
-6% -$175K 0.01% 450
2026
Q1 		$2.27M Buy
12,502
+183
+1% +$35.4K 0.01% 507
2025
Q4 		$2.46M Buy
12,319
+2,396
+24% +$479K 0.01% 481
2025
Q3 		$1.94M Buy
9,923
+314
+3% +$57.4K 0.01% 505
2025
Q2 		$1.66M Buy
9,609
+1,496
+18% +$227K 0.01% 529
2025
Q1 		$1.14M Buy
8,113
+112
+1% +$17.4K 0.01% 498
2024
Q4 		$1.33M Sell
8,001
-101
-1% -$16K 0.01% 474
2024
Q3 		$1.23M Sell
8,102
-1,893
-19% -$278K 0.01% 404
2024
Q2 		$1.48M Sell
9,995
-1,049
-9% -$145K 0.01% 376
2024
Q1 		$1.49M Sell
11,044
-2,182
-16% -$284K 0.01% 353
2023
Q4 		$1.62M Sell
13,226
-3,392
-20% -$384K 0.01% 338
2023
Q3 		$1.74M Sell
16,618
-27,540
-62% -$2.99M 0.01% 292
2023
Q2 		$4.81M Sell
44,158
-24,939
-36% -$2.45M 0.04% 172
2023
Q1 		$6.41M Buy
69,097
+63,541
+1,144% +$5.33M 0.06% 134
2022
Q4 		$414K Buy
5,556
+79
+1% +$6.04K ﹤0.01% 494
2022
Q3 		$402K Hold
5,477
– – 0.01% 467
2022
Q2 		$438K Sell
5,477
-740
-12% -$65.5K 0.01% 421
2022
Q1 		$641K Sell
6,217
-383
-6% -$39.1K 0.01% 357
2021
Q4 		$758K Hold
6,600
– – 0.01% 323
2021
Q3 		$668K Hold
6,600
– – 0.01% 292
2021
Q2 		$656K Buy
6,600
+1,500
+29% +$140K 0.01% 229
2021
Q1 		$447K Hold
5,100
– – 0.01% 255
2020
Q4 		$434K Hold
5,100
– – 0.01% 199
2020
Q3 		$384K Hold
5,100
– – 0.01% 177
2020
Q2 		$344K Sell
5,100
-100
-2% -$6.04K 0.01% 182
2020
Q1 		$266K Buy
5,200
+5,100
+5,100% +$296K 0.01% 213
2019
Q4 		$6K Hold
100
– – ﹤0.01% 731
2019
Q3 		$5K Sell
100
-60
-38% -$3.05K ﹤0.01% 679
2019
Q2 		$8K Hold
160
– – ﹤0.01% 611
2019
Q1 		$8K Buy
+160
New +$7.11K ﹤0.01% 606

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

Allworth Financial's IYW Position: Q2 2026 in Review

Allworth Financial reduced its iShares US Technology ETF (IYW) stake by 6.1% in Q2 2026, selling an estimated $175K and leaving 11,740 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #450.

Allworth Financial first reported a position in IYW in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.41M in Q1 2023. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Allworth Financial held 11,740 shares of iShares US Technology ETF worth $2.96M as of Q2 2026.
  • Allworth Financial sold 762 iShares US Technology ETF shares in Q2 2026, an estimated $175K.
  • iShares US Technology ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #450 holding.
  • Allworth Financial first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 30 quarters since.
  • Allworth Financial's iShares US Technology ETF position peaked at $6.41M in Q1 2023.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.