Arete Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Arete Wealth 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	$4.04M	Buy	+16,036	New	+$3.68M	0.27%	93
2026 Q1	–	Sell	-17,684	Closed	-$3.53M	–	354
2025 Q4	$3.53M	Buy	17,684 +12,586	+247%	+$2.52M	0.24%	99
2025 Q3	$999K	Hold	5,098	–	–	0.06%	274
2025 Q2	$883K	Buy	5,098 +53	+1%	+$8.03K	0.06%	279
2025 Q1	$708K	Buy	5,045 +852	+20%	+$133K	0.05%	305
2024 Q4	$670K	Buy	4,193 +1,194	+40%	+$189K	0.05%	334
2024 Q3	$453K	Sell	2,999 -1,412	-32%	-$208K	0.04%	399
2024 Q2	$665K	Buy	+4,411	New	+$610K	0.05%	329
2024 Q1	–	Sell	-3,704	Closed	-$455K	–	554
2023 Q4	$455K	Buy	3,704 +1,063	+40%	+$120K	0.03%	422
2023 Q3	$277K	Sell	2,641 -2,858	-52%	-$311K	0.05%	358
2023 Q2	$599K	Sell	5,499 -343	-6%	-$33.7K	0.05%	326
2023 Q1	$542K	Buy	5,842 +2,118	+57%	+$178K	0.04%	328
2022 Q4	$277K	Buy	+3,724	New	+$285K	0.02%	473

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

Arete Wealth Advisors's IYW Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 16,036 shares worth $4.04M. The stake represents 0.27% of the portfolio and ranks #93 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in IYW as recently as Q4 2025.

Arete Wealth Advisors first reported a position in IYW in Q4 2022 and has held it in 13 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Arete Wealth Advisors held 16,036 shares of iShares US Technology ETF worth $4.04M as of Q2 2026.
iShares US Technology ETF was a new Arete Wealth Advisors position in Q2 2026.
iShares US Technology ETF made up 0.27% of Arete Wealth Advisors's portfolio in Q2 2026, its #93 holding.
Arete Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 13 quarters since.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.