AlTi Global’s iShares US Technology ETF IYW Stock Holding History

AlTi Global’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	$546K	Hold	2,166	–	–	0.01%	343
2026 Q1	$393K	Hold	2,166	–	–	0.01%	334
2025 Q4	$433K	Hold	2,166	–	–	0.01%	326
2025 Q3	$424K	Hold	2,166	–	–	0.01%	324
2025 Q2	$375K	Sell	2,166 -3,641	-63%	-$552K	0.01%	333
2025 Q1	$816K	Sell	5,807 -1,039	-15%	-$162K	0.02%	228
2024 Q4	$1.09M	Buy	6,846 +2,166	+46%	+$343K	0.03%	208
2024 Q3	$710K	Hold	4,680	–	–	0.02%	240
2024 Q2	$704K	Hold	4,680	–	–	0.02%	231
2024 Q1	$632K	Hold	4,680	–	–	0.02%	229
2023 Q4	$574K	Buy	+4,680	New	+$530K	0.02%	232

Other funds holding IYW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AlTi Global's IYW Position: Q2 2026 in Review

AlTi Global held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,166 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #343.

AlTi Global first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2024. 888 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

AlTi Global held 2,166 shares of iShares US Technology ETF worth $546K as of Q2 2026.
AlTi Global left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.01% of AlTi Global's portfolio in Q2 2026, its #343 holding.
AlTi Global first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's iShares US Technology ETF position peaked at $1.09M in Q4 2024.
888 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.