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Almanack Investment Partners’s iShares US Technology ETF IYW Stock Holding History

Almanack Investment 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 		$262K Buy
+1,040
New +$239K 0.03% 252
2024
Q2 		– Sell
-3,214
Closed -$434K – 184
2024
Q1 		$434K Sell
3,214
-199
-6% -$25.9K 0.07% 113
2023
Q4 		$419K Buy
+3,413
New +$387K 0.08% 102
2023
Q3 		– Sell
-1,955
Closed -$213K – 174
2023
Q2 		$213K Buy
+1,955
New +$192K 0.04% 157
2022
Q4 		– Sell
-3,940
Closed -$289K – 690
2022
Q3 		$289K Buy
3,940
+1,408
+56% +$119K 0.06% 109
2022
Q2 		$202K Sell
2,532
-160
-6% -$14.2K 0.02% 408
2022
Q1 		$277K Sell
2,692
-337
-11% -$34.4K 0.02% 377
2021
Q4 		$348K Sell
3,029
-285
-9% -$31.6K 0.03% 338
2021
Q3 		$336K Buy
+3,314
New +$346K 0.03% 343
2019
Q3 		– Sell
-2,616
Closed -$129K – 272
2019
Q2 		$129K Buy
+2,616
New +$128K 0.03% 233
2019
Q1 		– Sell
-2,944
Closed -$118K – 175
2018
Q4 		$118K Sell
2,944
-720
-20% -$31.2K 0.03% 215
2018
Q3 		$166K Sell
3,664
-3,612
-50% -$171K 0.04% 201
2018
Q2 		$324K Buy
7,276
+3,092
+74% +$137K 0.15% 72
2018
Q1 		$176K Sell
4,184
-1,432
-25% -$61.7K 0.07% 121
2017
Q4 		$228K Buy
5,616
+248
+5% +$9.94K 0.09% 105
2017
Q3 		$201K Buy
+5,368
New +$197K 0.1% 95

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 22.9% 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

Almanack Investment Partners's IYW Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,040 shares worth $262K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in IYW as recently as Q1 2024.

Almanack Investment Partners first reported a position in IYW in Q3 2017 and has held it in 16 quarters since. The position peaked at $434K in Q1 2024. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Almanack Investment Partners held 1,040 shares of iShares US Technology ETF worth $262K as of Q2 2026.
  • iShares US Technology ETF was a new Almanack Investment Partners position in Q2 2026.
  • iShares US Technology ETF made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #252 holding.
  • Almanack Investment Partners first reported a position in iShares US Technology ETF in Q3 2017 and has held it in 16 quarters since.
  • Almanack Investment Partners's iShares US Technology ETF position peaked at $434K in Q1 2024.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.