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BBR Partners’s iShares US Technology ETF IYW Stock Holding History

BBR 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 		$10.9M Hold
43,189
– – 0.51% 25
2026
Q1 		$7.84M Buy
43,189
+2,016
+5% +$390K 0.44% 27
2025
Q4 		$8.22M Buy
41,173
+10,433
+34% +$2.09M 0.44% 26
2025
Q3 		$6.02M Buy
30,740
+11,758
+62% +$2.15M 0.35% 29
2025
Q2 		$3.29M Buy
18,982
+8,756
+86% +$1.33M 0.2% 52
2025
Q1 		$1.44M Buy
10,226
+5,178
+103% +$807K 0.1% 77
2024
Q4 		$805K Buy
+5,048
New +$799K 0.06% 111
2021
Q4 		– Sell
-8,400
Closed -$851K – 222
2021
Q3 		$851K Buy
+8,400
New +$876K 0.07% 102

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

BBR Partners's IYW Position: Q2 2026 in Review

BBR Partners held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 43,189 shares worth $10.9M. The position accounts for 0.51% of the portfolio, ranked #25.

BBR Partners first reported a position in IYW in Q3 2021 and has held it in 8 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • BBR Partners held 43,189 shares of iShares US Technology ETF worth $10.9M as of Q2 2026.
  • BBR Partners left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.51% of BBR Partners's portfolio in Q2 2026, its #25 holding.
  • BBR Partners first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 8 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.