Bedel Financial Consulting’s iShares US Technology ETF IYW Stock Holding History

Bedel Financial Consulting’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	$275K	Buy	+1,091	New	+$251K	0.03%	256
2026 Q1	–	Sell	-1,091	Closed	-$218K	–	300
2025 Q4	$218K	Hold	1,091	–	–	0.02%	268
2025 Q3	$214K	Buy	+1,091	New	+$200K	0.03%	269
2022 Q2	–	Sell	-1,024	Closed	-$106K	–	536
2022 Q1	$106K	Hold	1,024	–	–	0.03%	271
2021 Q4	$118K	Hold	1,024	–	–	0.04%	255
2021 Q3	$104K	Hold	1,024	–	–	0.04%	263
2021 Q2	$102K	Hold	1,024	–	–	0.04%	268
2021 Q1	$90K	Hold	1,024	–	–	0.03%	277
2020 Q4	$87K	Hold	1,024	–	–	0.04%	246
2020 Q3	$77K	Hold	1,024	–	–	0.04%	243
2020 Q2	$69K	Hold	1,024	–	–	0.04%	246
2020 Q1	$52K	Hold	1,024	–	–	0.03%	259
2019 Q4	$60K	Hold	1,024	–	–	0.03%	269
2019 Q3	$52K	Hold	1,024	–	–	0.03%	279
2019 Q2	$51K	Hold	1,024	–	–	0.03%	281
2019 Q1	$49K	Hold	1,024	–	–	0.03%	280
2018 Q4	$41K	Hold	1,024	–	–	0.03%	278
2018 Q3	$47K	Hold	1,024	–	–	0.03%	280
2018 Q2	$46K	Hold	1,024	–	–	0.03%	276
2018 Q1	$43K	Buy	+1,024	New	+$44.1K	0.03%	283

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

Bedel Financial Consulting's IYW Position: Q2 2026 in Review

Bedel Financial Consulting opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,091 shares worth $275K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings. This is a return to the name: Bedel Financial Consulting previously reported a position in IYW as recently as Q4 2025.

Bedel Financial Consulting first reported a position in IYW in Q1 2018 and has held it in 20 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Bedel Financial Consulting held 1,091 shares of iShares US Technology ETF worth $275K as of Q2 2026.
iShares US Technology ETF was a new Bedel Financial Consulting position in Q2 2026.
iShares US Technology ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #256 holding.
Bedel Financial Consulting first reported a position in iShares US Technology ETF in Q1 2018 and has held it in 20 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.