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

Aventura 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	$115K	Sell	456 -333	-42%	-$76.5K	0.04%	234
2026 Q1	$143K	Buy	789 +333	+73%	+$64.3K	0.05%	184
2025 Q4	$91.1K	Hold	456	–	–	0.03%	225
2025 Q3	$89.3K	Hold	456	–	–	0.03%	232
2025 Q2	$79K	Hold	456	–	–	0.03%	237
2025 Q1	$64K	Hold	456	–	–	0.03%	235
2024 Q4	$72.7K	Buy	+456	New	+$72.2K	0.04%	221

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

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

Aventura Private Wealth reduced its iShares US Technology ETF (IYW) stake by 42% in Q2 2026, selling an estimated $76.5K and leaving 456 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #234.

Aventura Private Wealth first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $143K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Aventura Private Wealth held 456 shares of iShares US Technology ETF worth $115K as of Q2 2026.
Aventura Private Wealth sold 333 iShares US Technology ETF shares in Q2 2026, an estimated $76.5K.
iShares US Technology ETF made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #234 holding.
Aventura Private Wealth first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's iShares US Technology ETF position peaked at $143K in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.