Bay Colony Advisors’s iShares US Technology ETF IYW Stock Holding History

Bay Colony Advisors’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	$418K	Sell	1,657 -15	-0.9%	-$3.44K	0.05%	302
2026 Q1	$303K	Hold	1,672	–	–	0.04%	384
2025 Q4	$334K	Sell	1,672 -72	-4%	-$14.4K	0.04%	364
2025 Q3	$342K	Sell	1,744 -15	-0.9%	-$2.74K	0.04%	365
2025 Q2	$305K	Sell	1,759 -25	-1%	-$3.79K	0.04%	340
2025 Q1	$251K	Sell	1,784 -97	-5%	-$15.1K	0.04%	370
2024 Q4	$300K	Buy	1,881 +6	+0.3%	+$949	0.04%	330
2024 Q3	$284K	Buy	1,875 +330	+21%	+$48.5K	0.04%	334
2024 Q2	$232K	Buy	+1,545	New	+$214K	0.04%	353
2018 Q3	–	Sell	-964	Closed	-$43K	–	564
2018 Q2	$43K	Buy	+964	New	+$42.6K	0.03%	389

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

Bay Colony Advisors's IYW Position: Q2 2026 in Review

Bay Colony Advisors reduced its iShares US Technology ETF (IYW) stake by 0.9% in Q2 2026, selling an estimated $3.44K and leaving 1,657 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #302.

Bay Colony Advisors first reported a position in IYW in Q2 2018 and has held it in 10 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Bay Colony Advisors held 1,657 shares of iShares US Technology ETF worth $418K as of Q2 2026.
Bay Colony Advisors sold 15 iShares US Technology ETF shares in Q2 2026, an estimated $3.44K.
iShares US Technology ETF made up 0.05% of Bay Colony Advisors's portfolio in Q2 2026, its #302 holding.
Bay Colony Advisors first reported a position in iShares US Technology ETF in Q2 2018 and has held it in 10 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.