Avior Wealth Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.45M | Buy |
13,673
+2,015
| +17% | +$463K | 0.09% | 188 |
|
|
2026
Q1 | $2.11M | Buy |
11,658
+3,524
| +43% | +$681K | 0.06% | 245 |
|
|
2025
Q4 | $1.62M | Buy |
8,134
+1,104
| +16% | +$221K | 0.05% | 229 |
|
|
2025
Q3 | $1.38M | Buy |
7,030
+96
| +1% | +$17.6K | 0.04% | 251 |
|
|
2025
Q2 | $1.2M | Buy |
6,934
+329
| +5% | +$49.9K | 0.04% | 260 |
|
|
2025
Q1 | $928K | Buy |
6,605
+1,882
| +40% | +$293K | 0.04% | 282 |
|
|
2024
Q4 | $754K | Buy |
4,723
+2,516
| +114% | +$398K | 0.03% | 345 |
|
|
2024
Q3 | $335K | Buy |
2,207
+720
| +48% | +$106K | 0.01% | 556 |
|
|
2024
Q2 | $224K | Buy |
1,487
+409
| +38% | +$56.5K | 0.01% | 644 |
|
|
2024
Q1 | $146K | Buy |
1,078
+950
| +742% | +$124K | 0.01% | 805 |
|
|
2023
Q4 | $15.7K | Sell |
128
-194
| -60% | -$22K | ﹤0.01% | 921 |
|
|
2023
Q3 | $33.8K | Sell |
322
-58
| -15% | -$6.31K | ﹤0.01% | 848 |
|
|
2023
Q2 | $41.4K | Sell |
380
-43
| -10% | -$4.22K | ﹤0.01% | 807 |
|
|
2023
Q1 | $39.3K | Buy |
423
+295
| +230% | +$24.8K | ﹤0.01% | 834 |
|
|
2022
Q4 | $9.53K | Sell |
128
-9
| -7% | -$689 | ﹤0.01% | 862 |
|
|
2022
Q3 | $10K | Sell |
137
-18
| -12% | -$1.53K | ﹤0.01% | 850 |
|
|
2022
Q2 | $12K | Hold |
155
| – | – | ﹤0.01% | 745 |
|
|
2022
Q1 | $15K | Sell |
155
-214
| -58% | -$21.9K | ﹤0.01% | 767 |
|
|
2021
Q4 | $42K | Sell |
369
-105
| -22% | -$11.7K | ﹤0.01% | 609 |
|
|
2021
Q3 | $47K | Buy |
474
+346
| +270% | +$36.1K | ﹤0.01% | 569 |
|
|
2021
Q2 | $12K | Hold |
128
| – | – | ﹤0.01% | 727 |
|
|
2021
Q1 | $11K | Hold |
128
| – | – | ﹤0.01% | 747 |
|
|
2020
Q4 | $10K | Hold |
128
| – | – | ﹤0.01% | 713 |
|
|
2020
Q3 | $9K | Hold |
128
| – | – | ﹤0.01% | 705 |
|
|
2020
Q2 | $8K | Hold |
128
| – | – | ﹤0.01% | 693 |
|
|
2020
Q1 | $6K | Hold |
128
| – | – | ﹤0.01% | 622 |
|
|
2019
Q4 | $7K | Hold |
128
| – | – | ﹤0.01% | 635 |
|
|
2019
Q3 | $6K | Hold |
128
| – | – | ﹤0.01% | 616 |
|
|
2019
Q2 | $6K | Hold |
128
| – | – | ﹤0.01% | 635 |
|
|
2019
Q1 | $6K | Hold |
128
| – | – | ﹤0.01% | 562 |
|
|
2018
Q4 | $5K | Hold |
128
| – | – | ﹤0.01% | 617 |
|
|
2018
Q3 | $6K | Hold |
128
| – | – | ﹤0.01% | 617 |
|
|
2018
Q2 | $6K | Hold |
128
| – | – | ﹤0.01% | 631 |
|
|
2018
Q1 | $5K | Hold |
128
| – | – | ﹤0.01% | 632 |
|
|
2017
Q4 | $5K | Hold |
128
| – | – | ﹤0.01% | 647 |
|
|
2017
Q3 | $5K | Hold |
128
| – | – | ﹤0.01% | 391 |
|
|
2017
Q2 | $4K | Hold |
128
| – | – | ﹤0.01% | 377 |
|
|
2017
Q1 | $4K | Hold |
128
| – | – | ﹤0.01% | 419 |
|
|
2016
Q4 | $4K | Hold |
128
| – | – | ﹤0.01% | 405 |
|
|
2016
Q3 | $4K | Hold |
128
| – | – | ﹤0.01% | 391 |
|
|
2016
Q2 | $3K | Hold |
128
| – | – | ﹤0.01% | 401 |
|
|
2016
Q1 | $3K | Buy |
+128
| New | +$3.23K | ﹤0.01% | 419 |
|
Other funds holding IYW
PCH
Avior Wealth Management's IYW Position: Q2 2026 in Review
Avior Wealth Management increased its iShares US Technology ETF (IYW) stake by 17% in Q2 2026, buying an estimated $463K and bringing the position to 13,673 shares worth $3.45M. The position accounts for 0.09% of the portfolio, ranked #188.
Avior Wealth Management first reported a position in IYW in Q1 2016 and has held it in 42 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.
- Avior Wealth Management held 13,673 shares of iShares US Technology ETF worth $3.45M as of Q2 2026.
- Avior Wealth Management bought 2,015 iShares US Technology ETF shares in Q2 2026, an estimated $463K.
- iShares US Technology ETF made up 0.09% of Avior Wealth Management's portfolio in Q2 2026, its #188 holding.
- Avior Wealth Management first reported a position in iShares US Technology ETF in Q1 2016 and has held it in 42 quarters since.
- 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.