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Atomi Financial Group’s iShares US Technology ETF IYW Stock Holding History

Atomi Financial 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 		$32.5M Sell
128,742
-10,141
-7% -$2.33M 0.85% 25
2026
Q1 		$25.2M Buy
138,883
+5,237
+4% +$1.01M 0.77% 27
2025
Q4 		$26.7M Sell
133,646
-1,375
-1% -$275K 0.78% 30
2025
Q3 		$26.4M Buy
135,021
+13,045
+11% +$2.39M 0.85% 25
2025
Q2 		$21.1M Buy
121,976
+7,242
+6% +$1.1M 0.8% 28
2025
Q1 		$16.1M Buy
114,734
+11,893
+12% +$1.85M 0.73% 29
2024
Q4 		$16.4M Buy
102,841
+9,987
+11% +$1.58M 0.83% 27
2024
Q3 		$14.1M Buy
92,854
+14,040
+18% +$2.06M 0.88% 23
2024
Q2 		$11.9M Buy
78,814
+22,521
+40% +$3.11M 0.88% 21
2024
Q1 		$7.6M Buy
56,293
+30,564
+119% +$3.98M 0.7% 27
2023
Q4 		$3.16M Buy
25,729
+3,392
+15% +$384K 0.44% 45
2023
Q3 		$2.34M Buy
22,337
+9,445
+73% +$1.03M 0.78% 28
2023
Q2 		$1.4M Sell
12,892
-2,449
-16% -$241K 0.64% 29
2023
Q1 		$1.42M Buy
+15,341
New +$1.29M 0.8% 26

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

Atomi Financial Group's IYW Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares US Technology ETF (IYW) stake by 7.3% in Q2 2026, selling an estimated $2.33M and leaving 128,742 shares worth $32.5M. The position accounts for 0.85% of the portfolio, ranked #25.

Atomi Financial Group first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Atomi Financial Group held 128,742 shares of iShares US Technology ETF worth $32.5M as of Q2 2026.
  • Atomi Financial Group sold 10,141 iShares US Technology ETF shares in Q2 2026, an estimated $2.33M.
  • iShares US Technology ETF made up 0.85% of Atomi Financial Group's portfolio in Q2 2026, its #25 holding.
  • Atomi Financial Group first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.