BHWM
IYW icon

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

Bay Harbor 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 		$73.5K Hold
291
– – 0.02% 129
2026
Q1 		$52.8K Hold
291
– – 0.01% 115
2025
Q4 		$58.1K Sell
291
-111
-28% -$22.2K 0.02% 106
2025
Q3 		$78.7K Sell
402
-23,373
-98% -$4.28M 0.02% 97
2025
Q2 		$4.12M Sell
23,775
-6,525
-22% -$989K 1.19% 30
2025
Q1 		$4.26M Buy
30,300
+2,029
+7% +$316K 1.35% 25
2024
Q4 		$4.51M Buy
28,271
+51
+0.2% +$8.07K 1.46% 24
2024
Q3 		$4.28M Buy
28,220
+50
+0.2% +$7.35K 1.4% 24
2024
Q2 		$4.24M Buy
28,170
+489
+2% +$67.6K 1.48% 22
2024
Q1 		$3.74M Buy
27,681
+5,403
+24% +$703K 1.34% 22
2023
Q4 		$2.73M Buy
22,278
+2,975
+15% +$337K 1.05% 24
2023
Q3 		$2.03M Sell
19,303
-17,589
-48% -$1.91M 0.85% 24
2023
Q2 		$4.02M Sell
36,892
-154
-0.4% -$15.1K 1.64% 21
2023
Q1 		$3.44M Buy
37,046
+7,907
+27% +$664K 1.46% 20
2022
Q4 		$2.17M Buy
29,139
+28,938
+14,397% +$2.21M 0.97% 20
2022
Q3 		$15K Hold
201
– – 0.01% 133
2022
Q2 		$16K Hold
201
– – 0.01% 134
2022
Q1 		$21K Buy
+201
New +$20.5K 0.01% 129
2021
Q1 		– Sell
-268
Closed -$23K – 327
2020
Q4 		$23K Hold
268
– – 0.01% 201
2020
Q3 		$20K Hold
268
– – 0.01% 204
2020
Q2 		$18K Buy
268
+52
+24% +$3.14K 0.01% 200
2020
Q1 		$11K Buy
+216
New +$12.5K 0.01% 207

Other funds holding IYW

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Bay Harbor Wealth Management's IYW Position: Q2 2026 in Review

Bay Harbor Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 291 shares worth $73.5K. The position accounts for 0.02% of the portfolio, ranked #129.

Bay Harbor Wealth Management first reported a position in IYW in Q1 2020 and has held it in 22 quarters since. The position peaked at $4.51M in Q4 2024. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Bay Harbor Wealth Management held 291 shares of iShares US Technology ETF worth $73.5K as of Q2 2026.
  • Bay Harbor Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.02% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Bay Harbor Wealth Management first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 22 quarters since.
  • Bay Harbor Wealth Management's iShares US Technology ETF position peaked at $4.51M in Q4 2024.
  • 638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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