Beaird Harris Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Beaird Harris 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	$632K	Hold	2,505	–	–	0.04%	86
2026 Q1	$454K	Hold	2,505	–	–	0.03%	98
2025 Q4	$500K	Hold	2,505	–	–	0.03%	93
2025 Q3	$491K	Sell	2,505 -1,000	-29%	-$183K	0.03%	96
2025 Q2	$607K	Buy	3,505 +1,000	+40%	+$152K	0.05%	83
2025 Q1	$352K	Sell	2,505 -160	-6%	-$24.9K	0.03%	96
2024 Q4	$425K	Sell	2,665 -23	-0.9%	-$3.64K	0.04%	92
2024 Q3	$408K	Sell	2,688 -60	-2%	-$8.82K	0.04%	98
2024 Q2	$414K	Buy	2,748 +23	+0.8%	+$3.18K	0.04%	90
2024 Q1	$368K	Hold	2,725	–	–	0.04%	85
2023 Q4	$334K	Sell	2,725 -75	-3%	-$8.5K	0.04%	78
2023 Q3	$294K	Hold	2,800	–	–	0.04%	75
2023 Q2	$305K	Hold	2,800	–	–	0.04%	76
2023 Q1	$260K	Hold	2,800	–	–	0.05%	78
2022 Q4	$209K	Hold	2,800	–	–	0.04%	86
2022 Q3	$205K	Hold	2,800	–	–	0.04%	80
2022 Q2	$224K	Hold	2,800	–	–	0.06%	64
2022 Q1	$289K	Hold	2,800	–	–	0.1%	70
2021 Q4	$321K	Buy	+2,800	New	+$311K	0.12%	85

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

Beaird Harris Wealth Management's IYW Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,505 shares worth $632K. The position accounts for 0.04% of the portfolio, ranked #86.

Beaird Harris Wealth Management first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Beaird Harris Wealth Management held 2,505 shares of iShares US Technology ETF worth $632K as of Q2 2026.
Beaird Harris Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.04% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #86 holding.
Beaird Harris Wealth Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.