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

Aurora 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 		$1.71M Buy
6,764
+3
+0% +$689 1.08% 26
2026
Q1 		$1.34M Sell
6,761
-7
-0.1% -$1.35K 0.95% 28
2025
Q4 		$1.35M Buy
+6,768
New +$1.35M 0.89% 32
2025
Q2 		$850K Buy
4,903
+1
+0% +$152 0.63% 42
2025
Q1 		$688K Sell
4,902
-5,036
-51% -$784K 0.55% 49
2024
Q4 		$1.58M Buy
9,938
+97
+1% +$15.3K 1.19% 22
2024
Q3 		$1.49M Buy
9,841
+405
+4% +$59.6K 1.17% 19
2024
Q2 		$1.42M Sell
9,436
-2,715
-22% -$375K 1.24% 18
2024
Q1 		$1.65M Sell
12,151
-109
-0.9% -$14.2K 1.42% 15
2023
Q4 		$1.5M Buy
12,260
+24
+0.2% +$2.72K 1.42% 14
2023
Q3 		$1.28M Buy
12,236
+1,827
+18% +$199K 1.42% 15
2023
Q2 		$1.13M Sell
10,409
-247
-2% -$24.3K 1.29% 17
2023
Q1 		$989K Buy
10,656
+105
+1% +$8.81K 1.05% 26
2022
Q4 		$786K Sell
10,551
-6,646
-39% -$508K 0.9% 31
2022
Q3 		$1.26M Sell
17,197
-1,416
-8% -$120K 0.58% 27
2022
Q2 		$1.49M Buy
18,613
+2,826
+18% +$250K 0.67% 22
2022
Q1 		$1.63M Buy
15,787
+9,659
+158% +$986K 0.67% 24
2021
Q4 		$704K Sell
6,128
-240
-4% -$26.6K 0.31% 60
2021
Q3 		$645K Buy
+6,368
New +$664K 0.26% 77

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

Aurora Private Wealth's IYW Position: Q2 2026 in Review

Aurora Private Wealth increased its iShares US Technology ETF (IYW) stake by 0.04% in Q2 2026, buying an estimated $689 and bringing the position to 6,764 shares worth $1.71M. The position accounts for 1.08% of the portfolio, ranked #26.

Aurora Private Wealth first reported a position in IYW in Q3 2021 and has held it in 19 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Aurora Private Wealth held 6,764 shares of iShares US Technology ETF worth $1.71M as of Q2 2026.
  • Aurora Private Wealth bought 3 iShares US Technology ETF shares in Q2 2026, an estimated $689.
  • iShares US Technology ETF made up 1.08% of Aurora Private Wealth's portfolio in Q2 2026, its #26 holding.
  • Aurora Private Wealth first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.