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

Ariadne 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	–	Sell	-1,686	Closed	-$306K	–	269
2026 Q1	$306K	Hold	1,686	–	–	0.14%	166
2025 Q4	$322K	Hold	1,686	–	–	0.13%	163
2025 Q3	$334K	Hold	1,686	–	–	0.15%	147
2025 Q2	$312K	Hold	1,686	–	–	0.15%	149
2025 Q1	$250K	Hold	1,686	–	–	0.13%	169
2024 Q4	$274K	Hold	1,686	–	–	0.13%	164
2024 Q3	$272K	Hold	1,686	–	–	0.15%	147
2024 Q2	$254K	Buy	+1,686	New	+$233K	0.2%	115

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

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

Ariadne Wealth Management sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 1,686 shares — an estimated $306K sold.

Ariadne Wealth Management first reported a position in IYW in Q2 2024 and held it in 8 quarters. The position peaked at $334K in Q3 2025. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Ariadne Wealth Management reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
Ariadne Wealth Management sold 1,686 iShares US Technology ETF shares in Q2 2026, an estimated $306K.
Ariadne Wealth Management first reported a position in iShares US Technology ETF in Q2 2024 and held it in 8 quarters.
Ariadne Wealth Management's iShares US Technology ETF position peaked at $334K in Q3 2025.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.