Arax Advisory Partners’s iShares US Technology ETF IYW Stock Holding History

Arax Advisory Partners’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	$20.8M	Buy	82,347 +58,615	+247%	+$13.5M	0.14%	158
2026 Q1	$4.31M	Buy	23,732 +17,651	+290%	+$3.41M	0.12%	154
2025 Q4	$1.21M	Buy	+6,081	New	+$1.22M	0.04%	348
2025 Q3	–	Sell	-1,032	Closed	-$179K	–	3991
2025 Q2	$179K	Buy	1,032 +718	+229%	+$109K	0.01%	688
2025 Q1	$44.1K	Buy	314 +18	+6%	+$2.8K	﹤0.01%	995
2024 Q4	$47.2K	Buy	296 +90	+44%	+$14.2K	﹤0.01%	928
2024 Q3	$31.2K	Buy	206 +145	+238%	+$21.3K	﹤0.01%	905
2024 Q2	$9.18K	Hold	61	–	–	﹤0.01%	1304
2024 Q1	$8.24K	Buy	+61	New	+$7.94K	﹤0.01%	810
2020 Q4	–	Sell	-108	Closed	-$8K	–	745
2020 Q3	$8K	Buy	+108	New	+$7.89K	﹤0.01%	564
2018 Q4	–	Sell	-164	Closed	-$8K	–	589
2018 Q3	$8K	Buy	+164	New	+$7.75K	﹤0.01%	487

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

Arax Advisory Partners's IYW Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares US Technology ETF (IYW) stake by 247% in Q2 2026, buying an estimated $13.5M and bringing the position to 82,347 shares worth $20.8M. The position accounts for 0.14% of the portfolio, ranked #158.

Arax Advisory Partners first reported a position in IYW in Q3 2018 and has held it in 11 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Arax Advisory Partners held 82,347 shares of iShares US Technology ETF worth $20.8M as of Q2 2026.
Arax Advisory Partners bought 58,615 iShares US Technology ETF shares in Q2 2026, an estimated $13.5M.
iShares US Technology ETF made up 0.14% of Arax Advisory Partners's portfolio in Q2 2026, its #158 holding.
Arax Advisory Partners first reported a position in iShares US Technology ETF in Q3 2018 and has held it in 11 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.