Beacon Financial Group’s iShares US Technology ETF IYW Stock Holding History

Beacon Financial Group’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	$2.5M	Sell	9,927 -152	-2%	-$34.9K	0.23%	101
2026 Q1	$1.83M	Sell	10,079 -1,697	-14%	-$328K	0.18%	126
2025 Q4	$2.35M	Buy	11,776 +1,557	+15%	+$311K	0.23%	100
2025 Q3	$2M	Sell	10,219 -34,217	-77%	-$6.26M	0.2%	116
2025 Q2	$7.7M	Sell	44,436 -1,339	-3%	-$203K	0.8%	30
2025 Q1	$6.43M	Buy	45,775 +3,008	+7%	+$469K	0.7%	34
2024 Q4	$6.82M	Buy	42,767 +1,136	+3%	+$180K	0.73%	34
2024 Q3	$6.31M	Buy	41,631 +5,733	+16%	+$843K	0.68%	37
2024 Q2	$5.4M	Buy	35,898 +8,367	+30%	+$1.16M	0.62%	43
2024 Q1	$3.72M	Buy	27,531 +7,866	+40%	+$1.02M	0.43%	62
2023 Q4	$2.41M	Buy	+19,665	New	+$2.23M	0.29%	90

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 Financial Group's IYW Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares US Technology ETF (IYW) stake by 1.5% in Q2 2026, selling an estimated $34.9K and leaving 9,927 shares worth $2.5M. The position accounts for 0.23% of the portfolio, ranked #101.

Beacon Financial Group first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.7M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Beacon Financial Group held 9,927 shares of iShares US Technology ETF worth $2.5M as of Q2 2026.
Beacon Financial Group sold 152 iShares US Technology ETF shares in Q2 2026, an estimated $34.9K.
iShares US Technology ETF made up 0.23% of Beacon Financial Group's portfolio in Q2 2026, its #101 holding.
Beacon Financial Group first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Beacon Financial Group's iShares US Technology ETF position peaked at $7.7M in Q2 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.