Avid Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Avid Wealth 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	$2.61M	Sell	10,348 -15,885	-61%	-$3.65M	1.26%	16
2026 Q1	$4.76M	Sell	26,233 -1,406	-5%	-$272K	2.25%	14
2025 Q4	$5.52M	Buy	27,639 +280	+1%	+$56K	2.7%	13
2025 Q3	$5.36M	Buy	27,359 +389	+1%	+$71.2K	2.66%	13
2025 Q2	$4.67M	Sell	26,970 -6,543	-20%	-$992K	2.67%	12
2025 Q1	$4.71M	Buy	33,513 +3,427	+11%	+$534K	3.19%	11
2024 Q4	$4.8M	Sell	30,086 -2,149	-7%	-$340K	3.41%	10
2024 Q3	$4.89M	Buy	32,235 +1,874	+6%	+$276K	3.46%	10
2024 Q2	$4.57M	Buy	30,361 +2,929	+11%	+$405K	3.55%	11
2024 Q1	$3.7M	Sell	27,432 -112,948	-80%	-$14.7M	2.98%	13
2023 Q4	$17.2M	Buy	+140,380	New	+$15.9M	17.08%	1

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

Avid Wealth Partners's IYW Position: Q2 2026 in Review

Avid Wealth Partners reduced its iShares US Technology ETF (IYW) stake by 61% in Q2 2026, selling an estimated $3.65M and leaving 10,348 shares worth $2.61M. The position accounts for 1.26% of the portfolio, ranked #16.

Avid Wealth Partners first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.2M in Q4 2023. 1,300 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Avid Wealth Partners held 10,348 shares of iShares US Technology ETF worth $2.61M as of Q2 2026.
Avid Wealth Partners sold 15,885 iShares US Technology ETF shares in Q2 2026, an estimated $3.65M.
iShares US Technology ETF made up 1.26% of Avid Wealth Partners's portfolio in Q2 2026, its #16 holding.
Avid Wealth Partners first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Avid Wealth Partners's iShares US Technology ETF position peaked at $17.2M in Q4 2023.
1,300 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.