Beacon Bridge Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Beacon Bridge Wealth 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	$1.41M	Sell	5,595 -3,706	-40%	-$851K	0.4%	56
2026 Q1	$1.69M	Sell	9,301 -28	-0.3%	-$5.41K	0.56%	45
2025 Q4	$1.86M	Sell	9,329 -22,228	-70%	-$4.45M	0.62%	42
2025 Q3	$6.18M	Buy	31,557 +278	+0.9%	+$50.9K	2.2%	16
2025 Q2	$5.42M	Sell	31,279 -77	-0.2%	-$11.7K	2.15%	16
2025 Q1	$4.4M	Buy	31,356 +2,730	+10%	+$425K	1.88%	16
2024 Q4	$4.57M	Buy	28,626 +282	+1%	+$44.6K	1.94%	16
2024 Q3	$4.3M	Buy	28,344 +5,659	+25%	+$832K	1.85%	17
2024 Q2	$3.41M	Buy	22,685 +3,450	+18%	+$477K	1.57%	19
2024 Q1	$2.6M	Buy	19,235 +3,223	+20%	+$420K	1.23%	26
2023 Q4	$1.97M	Buy	16,012 +1,504	+10%	+$170K	0.98%	28
2023 Q3	$1.52M	Buy	+14,508	New	+$1.58M	0.8%	34

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

Beacon Bridge Wealth Partners's IYW Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its iShares US Technology ETF (IYW) stake by 40% in Q2 2026, selling an estimated $851K and leaving 5,595 shares worth $1.41M. The position accounts for 0.4% of the portfolio, ranked #56.

Beacon Bridge Wealth Partners first reported a position in IYW in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.18M in Q3 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Beacon Bridge Wealth Partners held 5,595 shares of iShares US Technology ETF worth $1.41M as of Q2 2026.
Beacon Bridge Wealth Partners sold 3,706 iShares US Technology ETF shares in Q2 2026, an estimated $851K.
iShares US Technology ETF made up 0.4% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #56 holding.
Beacon Bridge Wealth Partners first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 12 quarters since.
Beacon Bridge Wealth Partners's iShares US Technology ETF position peaked at $6.18M in Q3 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.