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Ashton Thomas Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Ashton Thomas Private Wealth’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 		$9.39M Sell
37,237
-518
-1% -$119K 0.2% 113
2026
Q1 		$6.85M Sell
37,755
-1,829
-5% -$353K 0.16% 135
2025
Q4 		$7.9M Sell
39,584
-2,214
-5% -$443K 0.19% 114
2025
Q3 		$8.19M Sell
41,798
-2,458
-6% -$450K 0.21% 113
2025
Q2 		$7.67M Sell
44,256
-278,607
-86% -$42.2M 0.27% 90
2025
Q1 		$45.3M Buy
322,863
+276,601
+598% +$43.1M 1.73% 6
2024
Q4 		$7.38M Buy
46,262
+42,620
+1,170% +$6.74M 0.29% 82
2024
Q3 		$552K Sell
3,642
-2,301
-39% -$338K 0.03% 428
2024
Q2 		$894K Sell
5,943
-645
-10% -$89.1K 0.05% 321
2024
Q1 		$890K Sell
6,588
-858
-12% -$112K 0.05% 318
2023
Q4 		$914K Buy
7,446
+4,828
+184% +$547K 0.06% 311
2023
Q3 		$275K Sell
2,618
-396
-13% -$43.1K 0.02% 489
2023
Q2 		$328K Buy
3,014
+464
+18% +$45.6K 0.03% 467
2023
Q1 		$237K Buy
+2,550
New +$214K 0.02% 453
2022
Q4 		– Sell
-5,155
Closed -$378K – 485
2022
Q3 		$378K Sell
5,155
-3,701
-42% -$314K 0.04% 356
2022
Q2 		$708K Buy
8,856
+172
+2% +$15.2K 0.08% 253
2022
Q1 		$895K Sell
8,684
-289
-3% -$29.5K 0.08% 266
2021
Q4 		$1.03M Buy
8,973
+2,321
+35% +$258K 0.1% 229
2021
Q3 		$674K Buy
+6,652
New +$694K 0.1% 222

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

Ashton Thomas Private Wealth's IYW Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares US Technology ETF (IYW) stake by 1.4% in Q2 2026, selling an estimated $119K and leaving 37,237 shares worth $9.39M. The position accounts for 0.2% of the portfolio, ranked #113.

Ashton Thomas Private Wealth first reported a position in IYW in Q3 2021 and has held it in 19 quarters since. The position peaked at $45.3M in Q1 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Ashton Thomas Private Wealth held 37,237 shares of iShares US Technology ETF worth $9.39M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 518 iShares US Technology ETF shares in Q2 2026, an estimated $119K.
  • iShares US Technology ETF made up 0.2% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #113 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 19 quarters since.
  • Ashton Thomas Private Wealth's iShares US Technology ETF position peaked at $45.3M in Q1 2025.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.