Bank Julius Baer & Co’s iShares US Technology ETF IYW Stock Holding History

Bank Julius Baer & Co’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	$33.5K	Buy	+136	New	+$31.2K	﹤0.01%	608
2022 Q1	–	Sell	-5,538	Closed	-$636K	–	697
2021 Q4	$636K	Sell	5,538 -459	-8%	-$51K	﹤0.01%	397
2021 Q3	$607K	Buy	5,997 +11	+0.2%	+$1.15K	﹤0.01%	402
2021 Q2	$595K	Sell	5,986 -186	-3%	-$17.3K	﹤0.01%	425
2021 Q1	$541K	Buy	6,172 +260	+4%	+$22.8K	﹤0.01%	434
2020 Q4	$503K	Buy	+5,912	New	+$472K	﹤0.01%	450

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

Bank Julius Baer & Co's IYW Position: Q2 2026 in Review

Bank Julius Baer & Co opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 136 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Bank Julius Baer & Co previously reported a position in IYW as recently as Q4 2021.

Bank Julius Baer & Co first reported a position in IYW in Q4 2020 and has held it in 6 quarters since. The position peaked at $636K in Q4 2021. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Bank Julius Baer & Co held 136 shares of iShares US Technology ETF worth $33.5K as of Q2 2026.
iShares US Technology ETF was a new Bank Julius Baer & Co position in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #608 holding.
Bank Julius Baer & Co first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 6 quarters since.
Bank Julius Baer & Co's iShares US Technology ETF position peaked at $636K in Q4 2021.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.