AC
IYW icon

AlphaCore Capital’s iShares US Technology ETF IYW Stock Holding History

AlphaCore Capital’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 		$2.14M Sell
8,483
-985
-10% -$226K 0.04% 297
2026
Q1 		$1.72M Sell
9,468
-640
-6% -$124K 0.04% 276
2025
Q4 		$2.02M Buy
10,108
+7,542
+294% +$1.51M 0.05% 272
2025
Q3 		$503K Sell
2,566
-33
-1% -$6.04K 0.02% 448
2025
Q2 		$450K Buy
2,599
+1,791
+222% +$271K 0.02% 395
2025
Q1 		$113K Buy
+808
New +$126K 0.01% 513
2024
Q1 		– Sell
-1,007
Closed -$124K – 279
2023
Q4 		$124K Hold
1,007
– – 0.02% 243
2023
Q3 		$106K Hold
1,007
– – 0.02% 239
2023
Q2 		$110K Buy
1,007
+153
+18% +$15K 0.02% 216
2023
Q1 		$79.3K Hold
854
– – 0.02% 157
2022
Q4 		$63.6K Hold
854
– – 0.02% 103
2022
Q3 		$63K Sell
854
-57
-6% -$4.83K 0.03% 85
2022
Q2 		$73K Hold
911
– – 0.03% 90
2022
Q1 		$94K Sell
911
-89
-9% -$9.09K 0.04% 84
2021
Q4 		$115K Sell
1,000
-122
-11% -$13.5K 0.05% 59
2021
Q3 		$114K Buy
1,122
+1,000
+820% +$104K 0.06% 64
2021
Q2 		$12K Buy
122
+1
+0.8% +$93 0.01% 67
2021
Q1 		$11K Hold
121
– – 0.01% 47
2020
Q4 		$10K Buy
121
+1
+0.8% +$80 0.01% 52
2020
Q3 		$9K Hold
120
– – 0.01% 50
2020
Q2 		$8K Sell
120
-1,136
-90% -$68.6K 0.01% 58
2020
Q1 		$64K Hold
1,256
– – 0.05% 93
2019
Q4 		$73K Buy
+1,256
New +$68.3K 0.04% 85

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

AlphaCore Capital's IYW Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares US Technology ETF (IYW) stake by 10% in Q2 2026, selling an estimated $226K and leaving 8,483 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #297.

AlphaCore Capital first reported a position in IYW in Q4 2019 and has held it in 23 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • AlphaCore Capital held 8,483 shares of iShares US Technology ETF worth $2.14M as of Q2 2026.
  • AlphaCore Capital sold 985 iShares US Technology ETF shares in Q2 2026, an estimated $226K.
  • iShares US Technology ETF made up 0.04% of AlphaCore Capital's portfolio in Q2 2026, its #297 holding.
  • AlphaCore Capital first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.