Aviance Capital Partners’s iShares US Technology ETF IYW Stock Holding History

Aviance Capital Partners’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	$2.24M	Sell	8,886 -331	-4%	-$76K	0.23%	93
2026 Q1	$1.67M	Sell	9,217 -130	-1%	-$25.1K	0.2%	106
2025 Q4	$1.87M	Sell	9,347 -120	-1%	-$24K	0.22%	97
2025 Q3	$1.85M	Sell	9,467 -345	-4%	-$63.1K	0.22%	98
2025 Q2	$1.7M	Sell	9,812 -169	-2%	-$25.6K	0.22%	105
2025 Q1	$1.4M	Hold	9,981	–	–	0.2%	119
2024 Q4	$1.59M	Sell	9,981 -163	-2%	-$25.8K	0.22%	103
2024 Q3	$1.54M	Sell	10,144 -160	-2%	-$23.5K	0.2%	119
2024 Q2	$1.55M	Hold	10,304	–	–	0.22%	109
2024 Q1	$1.39M	Sell	10,304 -320	-3%	-$41.7K	0.21%	115
2023 Q4	$1.3M	Sell	10,624 -138	-1%	-$15.6K	0.28%	88
2023 Q3	$1.13M	Hold	10,762	–	–	0.25%	109
2023 Q2	$1.17M	Hold	10,762	–	–	0.25%	116
2023 Q1	$999K	Hold	10,762	–	–	0.22%	126
2022 Q4	$802K	Hold	10,762	–	–	0.19%	144
2022 Q3	$790K	Hold	10,762	–	–	0.2%	138
2022 Q2	$860K	Hold	10,762	–	–	0.19%	143
2022 Q1	$1.11M	Hold	10,762	–	–	0.2%	130
2021 Q4	$1.24M	Hold	10,762	–	–	0.21%	121
2021 Q3	$1.09M	Hold	10,762	–	–	0.19%	138
2021 Q2	$1.07M	Sell	10,762 -157	-1%	-$14.6K	0.19%	134
2021 Q1	$958K	Sell	10,919 -557	-5%	-$48.8K	0.18%	143
2020 Q4	$976K	Hold	11,476	–	–	0.2%	131
2020 Q3	$864K	Sell	11,476 -304	-3%	-$22.2K	0.19%	127
2020 Q2	$795K	Hold	11,780	–	–	0.2%	127
2020 Q1	$602K	Hold	11,780	–	–	0.19%	129
2019 Q4	$685K	Buy	+11,780	New	+$641K	0.18%	138

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

Aviance Capital Partners's IYW Position: Q2 2026 in Review

Aviance Capital Partners reduced its iShares US Technology ETF (IYW) stake by 3.6% in Q2 2026, selling an estimated $76K and leaving 8,886 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #93.

Aviance Capital Partners first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Aviance Capital Partners held 8,886 shares of iShares US Technology ETF worth $2.24M as of Q2 2026.
Aviance Capital Partners sold 331 iShares US Technology ETF shares in Q2 2026, an estimated $76K.
iShares US Technology ETF made up 0.23% of Aviance Capital Partners's portfolio in Q2 2026, its #93 holding.
Aviance Capital Partners first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.