AIFAIM
IYW icon

American Institute for Advanced Investment Management’s iShares US Technology ETF IYW Stock Holding History

American Institute for Advanced 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 		$1.75M Buy
6,929
+149
+2% +$34.2K 1.01% 26
2026
Q1 		$1.23M Sell
6,780
-390
-5% -$75.4K 0.8% 37
2025
Q4 		$1.43M Buy
7,170
+437
+6% +$87.4K 0.92% 32
2025
Q3 		$1.32M Hold
6,733
– – 0.86% 32
2025
Q2 		$1.17M Sell
6,733
-235
-3% -$35.6K 0.83% 33
2025
Q1 		$979K Buy
6,968
+55
+0.8% +$8.57K 0.75% 39
2024
Q4 		$1.1M Sell
6,913
-255
-4% -$40.3K 0.82% 34
2024
Q3 		$1.09M Sell
7,168
-95
-1% -$14K 0.78% 41
2024
Q2 		$1.09M Hold
7,263
– – 0.84% 37
2024
Q1 		$981K Sell
7,263
-240
-3% -$31.2K 0.78% 40
2023
Q4 		$921K Sell
7,503
-215
-3% -$24.4K 0.81% 40
2023
Q3 		$810K Sell
7,718
-551
-7% -$59.9K 0.75% 42
2023
Q2 		$900K Buy
8,269
+310
+4% +$30.4K 0.79% 37
2023
Q1 		$739K Sell
7,959
-1,073
-12% -$90K 0.79% 37
2022
Q4 		$673K Sell
9,032
-115
-1% -$8.8K 0.61% 51
2022
Q3 		$671K Sell
9,147
-601
-6% -$51K 0.63% 50
2022
Q2 		$779K Sell
9,748
-200
-2% -$17.7K 0.68% 45
2022
Q1 		$1.02M Hold
9,948
– – 0.74% 43
2021
Q4 		$1.14M Sell
9,948
-44
-0.4% -$4.88K 0.77% 40
2021
Q3 		$1.01M Sell
9,992
-200
-2% -$20.9K 0.72% 43
2021
Q2 		$1.01M Hold
10,192
– – 0.71% 44
2021
Q1 		$894K Sell
10,192
-192
-2% -$16.8K 0.68% 50
2020
Q4 		$883K Hold
10,384
– – 0.71% 47
2020
Q3 		$782K Sell
10,384
-172
-2% -$12.6K 0.7% 44
2020
Q2 		$712K Sell
10,556
-240
-2% -$14.5K 0.67% 46
2020
Q1 		$552K Buy
10,796
+120
+1% +$6.96K 0.6% 51
2019
Q4 		$621K Buy
+10,676
New +$581K 0.6% 50

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
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
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
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

American Institute for Advanced Investment Management's IYW Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its iShares US Technology ETF (IYW) stake by 2.2% in Q2 2026, buying an estimated $34.2K and bringing the position to 6,929 shares worth $1.75M. The position accounts for 1.01% of the portfolio, ranked #26.

American Institute for Advanced Investment Management first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. 978 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • American Institute for Advanced Investment Management held 6,929 shares of iShares US Technology ETF worth $1.75M as of Q2 2026.
  • American Institute for Advanced Investment Management bought 149 iShares US Technology ETF shares in Q2 2026, an estimated $34.2K.
  • iShares US Technology ETF made up 1.01% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #26 holding.
  • American Institute for Advanced Investment Management first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • 978 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.