Asset Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Asset Advisory Group’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	$651K	Sell	2,580 -109	-4%	-$25K	0.28%	58
2026 Q1	$488K	Sell	2,689 -24	-0.9%	-$4.64K	0.24%	67
2025 Q4	$542K	Buy	+2,713	New	+$543K	0.27%	62

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 22.9% 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

Asset Advisory Group's IYW Position: Q2 2026 in Review

Asset Advisory Group reduced its iShares US Technology ETF (IYW) stake by 4.1% in Q2 2026, selling an estimated $25K and leaving 2,580 shares worth $651K. The position accounts for 0.28% of the portfolio, ranked #58.

Asset Advisory Group first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Asset Advisory Group held 2,580 shares of iShares US Technology ETF worth $651K as of Q2 2026.
Asset Advisory Group sold 109 iShares US Technology ETF shares in Q2 2026, an estimated $25K.
iShares US Technology ETF made up 0.28% of Asset Advisory Group's portfolio in Q2 2026, its #58 holding.
Asset Advisory Group first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.