Beacon Investment Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Beacon Investment Advisory Services’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	$88.8K	Hold	352	–	–	﹤0.01%	353
2026 Q1	$63.9K	Buy	+352	New	+$68K	﹤0.01%	397
2025 Q2	–	Sell	-1,498	Closed	-$210K	–	256
2025 Q1	$210K	Buy	1,498 +100	+7%	+$15.6K	0.01%	226
2024 Q4	$223K	Hold	1,398	–	–	0.01%	236
2024 Q3	$212K	Hold	1,398	–	–	0.01%	241
2024 Q2	$210K	Buy	+1,398	New	+$193K	0.01%	249

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 Investment Advisory Services's IYW Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 352 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Beacon Investment Advisory Services first reported a position in IYW in Q2 2024 and has held it in 6 quarters since. The position peaked at $223K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Beacon Investment Advisory Services held 352 shares of iShares US Technology ETF worth $88.8K as of Q2 2026.
Beacon Investment Advisory Services left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #353 holding.
Beacon Investment Advisory Services first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 6 quarters since.
Beacon Investment Advisory Services's iShares US Technology ETF position peaked at $223K in Q4 2024.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.