Ameritas Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Ameritas Advisory Services’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	$7.21M	Buy	28,600 +4,707	+20%	+$1.08M	0.15%	143
2026 Q1	$4.33M	Sell	23,893 -435	-2%	-$84.1K	0.17%	126
2025 Q4	$4.86M	Buy	24,328 +2,352	+11%	+$470K	0.18%	116
2025 Q3	$4.3M	Buy	21,976 +7,213	+49%	+$1.32M	0.28%	70
2025 Q2	$2.56M	Sell	14,763 -12,779	-46%	-$1.94M	0.13%	157
2025 Q1	$4.28M	Sell	27,542 -3,800	-12%	-$592K	0.17%	129
2024 Q4	$5M	Buy	31,342 +6,112	+24%	+$967K	0.17%	122
2024 Q3	$3.83M	Sell	25,230 -4,732	-16%	-$696K	0.17%	136
2024 Q2	$4.51M	Buy	29,962 +895	+3%	+$124K	0.17%	119
2024 Q1	$3.81M	Buy	29,067 +7,883	+37%	+$1.03M	0.16%	129
2023 Q4	$2.77M	Sell	21,184 -5,561	-21%	-$630K	0.15%	136
2023 Q3	$2.85M	Buy	26,745 +11,035	+70%	+$1.2M	0.14%	146
2023 Q2	$1.69M	Sell	15,710 -11,229	-42%	-$1.1M	0.22%	103
2023 Q1	$2.48M	Sell	26,939 -19,116	-42%	-$1.6M	0.12%	163
2022 Q4	$3.43M	Buy	46,055 +13,508	+42%	+$1.03M	0.16%	128
2022 Q3	$2.39M	Buy	32,547 +84	+0.3%	+$7.12K	0.14%	148
2022 Q2	$2.6M	Buy	32,463 +202	+0.6%	+$17.9K	0.15%	142
2022 Q1	$3.32M	Sell	32,261 -207	-0.6%	-$21.1K	0.12%	136
2021 Q4	$3.73M	Buy	+32,468	New	+$3.6M	0.14%	128

Other funds holding IYW

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Ameritas Advisory Services's IYW Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares US Technology ETF (IYW) stake by 20% in Q2 2026, buying an estimated $1.08M and bringing the position to 28,600 shares worth $7.21M. The position accounts for 0.15% of the portfolio, ranked #143.

Ameritas Advisory Services first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Ameritas Advisory Services held 28,600 shares of iShares US Technology ETF worth $7.21M as of Q2 2026.
Ameritas Advisory Services bought 4,707 iShares US Technology ETF shares in Q2 2026, an estimated $1.08M.
iShares US Technology ETF made up 0.15% of Ameritas Advisory Services's portfolio in Q2 2026, its #143 holding.
Ameritas Advisory Services first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.