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

Arkadios 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 		$5.16M Sell
20,475
-479
-2% -$110K 0.08% 262
2026
Q1 		$3.8M Sell
20,954
-5,644
-21% -$1.09M 0.06% 323
2025
Q4 		$5.31M Buy
26,598
+354
+1% +$70.8K 0.1% 212
2025
Q3 		$5.14M Sell
26,244
-1,868
-7% -$342K 0.12% 188
2025
Q2 		$4.87M Buy
28,112
+6,147
+28% +$932K 0.14% 165
2025
Q1 		$3.08M Buy
21,965
+8,764
+66% +$1.37M 0.12% 198
2024
Q4 		$2.11M Buy
13,201
+1,910
+17% +$302K 0.11% 176
2024
Q3 		$1.71M Sell
11,291
-678
-6% -$99.7K 0.1% 213
2024
Q2 		$1.8M Buy
11,969
+8,418
+237% +$1.16M 0.12% 179
2024
Q1 		$480K Buy
3,551
+72
+2% +$9.37K 0.04% 386
2023
Q4 		$427K Buy
3,479
+359
+12% +$40.7K 0.04% 409
2023
Q3 		$327K Buy
3,120
+187
+6% +$20.3K 0.03% 460
2023
Q2 		$319K Sell
2,933
-700
-19% -$68.8K 0.04% 428
2023
Q1 		$337K Buy
3,633
+92
+3% +$7.72K 0.04% 400
2022
Q4 		$264K Buy
3,541
+359
+11% +$27.5K 0.04% 441
2022
Q3 		$233K Buy
3,182
+25
+0.8% +$2.12K 0.04% 445
2022
Q2 		$252K Sell
3,157
-455
-13% -$40.3K 0.04% 440
2022
Q1 		$372K Sell
3,612
-214
-6% -$21.9K 0.05% 375
2021
Q4 		$439K Hold
3,826
– – 0.06% 356
2021
Q3 		$387K Hold
3,826
– – 0.06% 347
2021
Q2 		$380K Buy
3,826
+2,802
+274% +$261K 0.05% 390
2021
Q1 		$89K Sell
1,024
-100
-9% -$8.76K 0.01% 560
2020
Q4 		$95K Sell
1,124
-80
-7% -$6.39K 0.02% 450
2020
Q3 		$95.1K Buy
1,204
+160
+15% +$11.7K 0.05% 299
2020
Q2 		$72.6K Buy
1,044
+100
+11% +$6.04K 0.04% 313
2020
Q1 		$48.2K Hold
944
– – 0.03% 350
2019
Q4 		$60.9K Buy
+944
New +$51.3K 0.04% 291

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

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

Arkadios Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 2.3% in Q2 2026, selling an estimated $110K and leaving 20,475 shares worth $5.16M. The position accounts for 0.08% of the portfolio, ranked #262.

Arkadios Wealth Advisors first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.31M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Arkadios Wealth Advisors held 20,475 shares of iShares US Technology ETF worth $5.16M as of Q2 2026.
  • Arkadios Wealth Advisors sold 479 iShares US Technology ETF shares in Q2 2026, an estimated $110K.
  • iShares US Technology ETF made up 0.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #262 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's iShares US Technology ETF position peaked at $5.31M in Q4 2025.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.