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

Asset Management 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	$699K	Hold	2,770	–	–	0.1%	104
2026 Q1	$503K	Hold	2,770	–	–	0.08%	107
2025 Q4	$553K	Sell	2,770 -32	-1%	-$6.4K	0.09%	109
2025 Q3	$549K	Hold	2,802	–	–	0.09%	111
2025 Q2	$486K	Hold	2,802	–	–	0.08%	109
2025 Q1	$394K	Hold	2,802	–	–	0.07%	109
2024 Q4	$447K	Hold	2,802	–	–	0.08%	107
2024 Q3	$425K	Hold	2,802	–	–	0.07%	108
2024 Q2	$422K	Hold	2,802	–	–	0.08%	107
2024 Q1	$378K	Hold	2,802	–	–	0.07%	110
2023 Q4	$344K	Hold	2,802	–	–	0.07%	109
2023 Q3	$294K	Hold	2,802	–	–	0.06%	111
2023 Q2	$305K	Hold	2,802	–	–	0.06%	112
2023 Q1	$260K	Hold	2,802	–	–	0.06%	112
2022 Q4	$209K	Hold	2,802	–	–	0.05%	122
2022 Q3	$206K	Hold	2,802	–	–	0.05%	116
2022 Q2	$224K	Hold	2,802	–	–	0.05%	116
2022 Q1	$289K	Hold	2,802	–	–	0.06%	109
2021 Q4	$322K	Hold	2,802	–	–	0.06%	109
2021 Q3	$284K	Hold	2,802	–	–	0.06%	111
2021 Q2	$279K	Hold	2,802	–	–	0.06%	115
2021 Q1	$246K	Hold	2,802	–	–	0.05%	117
2020 Q4	$238K	Sell	2,802 -2	-0.1%	-$160	0.06%	113
2020 Q3	$211K	Buy	+2,804	New	+$205K	0.06%	114

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

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

Asset Management Group held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,770 shares worth $699K. The position accounts for 0.1% of the portfolio, ranked #104.

Asset Management Group first reported a position in IYW in Q3 2020 and has held it in 24 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Asset Management Group held 2,770 shares of iShares US Technology ETF worth $699K as of Q2 2026.
Asset Management Group left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.1% of Asset Management Group's portfolio in Q2 2026, its #104 holding.
Asset Management Group first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 24 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Asset Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.