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Aptus Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Aptus Capital Advisors’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 		$2.8M Buy
11,098
+1,722
+18% +$396K 0.02% 454
2026
Q1 		$1.7M Sell
9,376
-294
-3% -$56.8K 0.01% 498
2025
Q4 		$1.93M Buy
9,670
+437
+5% +$87.4K 0.01% 452
2025
Q3 		$1.81M Buy
9,233
+1,690
+22% +$309K 0.01% 455
2025
Q2 		$1.31M Sell
7,543
-919
-11% -$139K 0.01% 486
2025
Q1 		$1.19M Buy
8,462
+2,206
+35% +$344K 0.01% 478
2024
Q4 		$998K Buy
6,256
+2,614
+72% +$414K 0.01% 506
2024
Q3 		$552K Sell
3,642
-4,497
-55% -$661K 0.01% 517
2024
Q2 		$1.22M Sell
8,139
-12,999
-61% -$1.8M 0.02% 362
2024
Q1 		$2.85M Buy
21,138
+20,211
+2,180% +$2.63M 0.05% 252
2023
Q4 		$114K Sell
927
-1,381
-60% -$156K ﹤0.01% 605
2023
Q3 		$242K Buy
2,308
+915
+66% +$99.5K 0.01% 520
2023
Q2 		$152K Hold
1,393
– – ﹤0.01% 504
2023
Q1 		$129K Buy
1,393
+426
+44% +$35.8K ﹤0.01% 499
2022
Q4 		$72K Buy
967
+43
+5% +$3.29K ﹤0.01% 565
2022
Q3 		$68K Hold
924
– – ﹤0.01% 531
2022
Q2 		$74K Buy
+924
New +$81.8K ﹤0.01% 443

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

Aptus Capital Advisors's IYW Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares US Technology ETF (IYW) stake by 18% in Q2 2026, buying an estimated $396K and bringing the position to 11,098 shares worth $2.8M. The position accounts for 0.02% of the portfolio, ranked #454.

Aptus Capital Advisors first reported a position in IYW in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.85M in Q1 2024. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Aptus Capital Advisors held 11,098 shares of iShares US Technology ETF worth $2.8M as of Q2 2026.
  • Aptus Capital Advisors bought 1,722 iShares US Technology ETF shares in Q2 2026, an estimated $396K.
  • iShares US Technology ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #454 holding.
  • Aptus Capital Advisors first reported a position in iShares US Technology ETF in Q2 2022 and has held it in 17 quarters since.
  • Aptus Capital Advisors's iShares US Technology ETF position peaked at $2.85M in Q1 2024.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.