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Basso Capital Management’s iShares US Technology ETF IYW Stock Holding History

Basso Capital 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 		– Sell
-270
Closed -$49K – 168
2026
Q1 		$49K Hold
270
– – 0.03% 102
2025
Q4 		$53.9K Buy
+270
New +$54K 0.03% 87

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Basso Capital Management's IYW Position: Q2 2026 in Review

Basso Capital Management sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 270 shares — an estimated $49K sold.

Basso Capital Management first reported a position in IYW in Q4 2025 and held it in 2 quarters. The position peaked at $53.9K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Basso Capital Management reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Basso Capital Management sold 270 iShares US Technology ETF shares in Q2 2026, an estimated $49K.
  • Basso Capital Management first reported a position in iShares US Technology ETF in Q4 2025 and held it in 2 quarters.
  • Basso Capital Management's iShares US Technology ETF position peaked at $53.9K in Q4 2025.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.