Axxcess Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Axxcess Wealth Management’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	$52.1M	Buy	+206,739	New	+$47.5M	0.83%	28
2026 Q1	–	Sell	-206,326	Closed	-$41.2M	–	717
2025 Q4	$41.2M	Buy	+206,326	New	+$41.3M	0.71%	32
2025 Q1	–	Sell	-2,914	Closed	-$465K	–	901
2024 Q4	$465K	Sell	2,914 -16	-0.5%	-$2.53K	0.01%	560
2024 Q3	$444K	Sell	2,930 -1,045	-26%	-$154K	0.01%	575
2024 Q2	$598K	Buy	3,975 +86	+2%	+$11.9K	0.02%	486
2024 Q1	$525K	Buy	+3,889	New	+$506K	0.01%	523
2023 Q4	–	Sell	-3,204	Closed	-$336K	–	892
2023 Q3	$336K	Buy	+3,204	New	+$348K	0.01%	572

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

Axxcess Wealth Management's IYW Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 206,739 shares worth $52.1M. The stake represents 0.83% of the portfolio and ranks #28 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IYW as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IYW in Q3 2023 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Axxcess Wealth Management held 206,739 shares of iShares US Technology ETF worth $52.1M as of Q2 2026.
iShares US Technology ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares US Technology ETF made up 0.83% of Axxcess Wealth Management's portfolio in Q2 2026, its #28 holding.
Axxcess Wealth Management first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.