Angeles Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Angeles Wealth 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	$254K	Buy	1,007 +1	+0.1%	+$230	0.01%	421
2026 Q1	$183K	Hold	1,006	–	–	0.01%	417
2025 Q4	$201K	Hold	1,006	–	–	0.01%	369
2025 Q3	$197K	Hold	1,006	–	–	0.01%	339
2025 Q2	$174K	Buy	1,006 +360	+56%	+$54.6K	0.01%	342
2025 Q1	$90.8K	Hold	646	–	–	0.01%	314
2024 Q4	$103K	Hold	646	–	–	0.01%	320
2024 Q3	$97.9K	Buy	646 +1	+0.2%	+$147	0.01%	287
2024 Q2	$97.1K	Buy	+645	New	+$89.1K	0.01%	250

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

Angeles Wealth Management's IYW Position: Q2 2026 in Review

Angeles Wealth Management increased its iShares US Technology ETF (IYW) stake by 0.1% in Q2 2026, buying an estimated $230 and bringing the position to 1,007 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #421.

Angeles Wealth Management first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Angeles Wealth Management held 1,007 shares of iShares US Technology ETF worth $254K as of Q2 2026.
Angeles Wealth Management bought 1 iShares US Technology ETF share in Q2 2026, an estimated $230.
iShares US Technology ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #421 holding.
Angeles Wealth Management first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.