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

Balboa 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	$1.39M	Buy	5,508 +4,215	+326%	+$968K	0.19%	96
2026 Q1	$235K	Sell	1,293 -14,801	-92%	-$2.86M	0.04%	370
2025 Q4	$3.21M	Sell	16,094 -355	-2%	-$71K	0.53%	33
2025 Q3	$3.22M	Buy	16,449 +6	+0%	+$1.1K	0.56%	34
2025 Q2	$2.85M	Buy	+16,443	New	+$2.49M	0.57%	32
2025 Q1	–	Sell	-2,279	Closed	-$364K	–	355
2024 Q4	$364K	Sell	2,279 -18,457	-89%	-$2.92M	0.08%	178
2024 Q3	$3.14M	Buy	20,736 +100	+0.5%	+$14.7K	0.78%	19
2024 Q2	$3.11M	Buy	20,636 +1,160	+6%	+$160K	0.82%	18
2024 Q1	$2.63M	Buy	19,476 +7,662	+65%	+$997K	0.77%	21
2023 Q4	$1.45M	Buy	+11,814	New	+$1.34M	0.48%	30
2023 Q3	–	Sell	-6,347	Closed	-$691K	–	303
2023 Q2	$691K	Buy	+6,347	New	+$623K	0.24%	74

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

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

Balboa Wealth Partners increased its iShares US Technology ETF (IYW) stake by 326% in Q2 2026, buying an estimated $968K and bringing the position to 5,508 shares worth $1.39M. The position accounts for 0.19% of the portfolio, ranked #96.

Balboa Wealth Partners first reported a position in IYW in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.22M in Q3 2025. 1,300 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Balboa Wealth Partners held 5,508 shares of iShares US Technology ETF worth $1.39M as of Q2 2026.
Balboa Wealth Partners bought 4,215 iShares US Technology ETF shares in Q2 2026, an estimated $968K.
iShares US Technology ETF made up 0.19% of Balboa Wealth Partners's portfolio in Q2 2026, its #96 holding.
Balboa Wealth Partners first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 11 quarters since.
Balboa Wealth Partners's iShares US Technology ETF position peaked at $3.22M in Q3 2025.
1,300 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.