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

Apollon 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 		$4.03M Sell
15,994
-4,296
-21% -$987K 0.05% 316
2026
Q1 		$3.68M Sell
20,290
-1,225
-6% -$237K 0.06% 260
2025
Q4 		$4.3M Sell
21,515
-9,432
-30% -$1.89M 0.07% 228
2025
Q3 		$6.06M Sell
30,947
-8,995
-23% -$1.65M 0.11% 172
2025
Q2 		$6.92M Sell
39,942
-397
-1% -$60.2K 0.14% 142
2025
Q1 		$5.67M Sell
40,339
-2,624
-6% -$409K 0.12% 155
2024
Q4 		$6.85M Sell
42,963
-84,344
-66% -$13.3M 0.16% 117
2024
Q3 		$19.3M Buy
127,307
+81,690
+179% +$12M 0.55% 35
2024
Q2 		$6.87M Buy
45,617
+2,646
+6% +$366K 0.21% 81
2024
Q1 		$5.8M Sell
42,971
-716
-2% -$93.2K 0.18% 102
2023
Q4 		$5.36M Buy
43,687
+1,588
+4% +$180K 0.19% 98
2023
Q3 		$4.42M Sell
42,099
-9,199
-18% -$1M 0.22% 84
2023
Q2 		$5.58M Buy
51,298
+37,316
+267% +$3.67M 0.27% 74
2023
Q1 		$1.3M Buy
13,982
+3,481
+33% +$292K 0.08% 262
2022
Q4 		$782K Buy
10,501
+183
+2% +$14K 0.06% 371
2022
Q3 		$757K Buy
10,318
+491
+5% +$41.6K 0.06% 336
2022
Q2 		$786K Sell
9,827
-10
-0.1% -$885 0.07% 319
2022
Q1 		$1.01M Sell
9,837
-2,423
-20% -$247K 0.07% 277
2021
Q4 		$1.41M Buy
12,260
+6,024
+97% +$669K 0.11% 218
2021
Q3 		$631K Buy
6,236
+662
+12% +$69.1K 0.09% 224
2021
Q2 		$554K Buy
5,574
+4
+0.1% +$373 0.1% 202
2021
Q1 		$488K Buy
+5,570
New +$488K 0.09% 203

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

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

Apollon Wealth Management reduced its iShares US Technology ETF (IYW) stake by 21% in Q2 2026, selling an estimated $987K and leaving 15,994 shares worth $4.03M. The position accounts for 0.05% of the portfolio, ranked #316.

Apollon Wealth Management first reported a position in IYW in Q1 2021 and has held it in 22 quarters since. The position peaked at $19.3M in Q3 2024. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Apollon Wealth Management held 15,994 shares of iShares US Technology ETF worth $4.03M as of Q2 2026.
  • Apollon Wealth Management sold 4,296 iShares US Technology ETF shares in Q2 2026, an estimated $987K.
  • iShares US Technology ETF made up 0.05% of Apollon Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Apollon Wealth Management first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 22 quarters since.
  • Apollon Wealth Management's iShares US Technology ETF position peaked at $19.3M in Q3 2024.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.