Bellevue Asset Management’s iShares US Technology ETF IYW Stock Holding History

Bellevue Asset 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	$17.4K	Hold	69	–	–	0.01%	257
2026 Q1	$12.5K	Hold	69	–	–	0.01%	269
2025 Q4	$13.8K	Hold	69	–	–	﹤0.01%	263
2025 Q3	$13.5K	Hold	69	–	–	0.01%	263
2025 Q2	$12K	Sell	69 -13	-16%	-$1.97K	0.01%	271
2025 Q1	$11.5K	Hold	82	–	–	0.01%	267
2024 Q4	$13.1K	Buy	82 +67	+447%	+$10.6K	0.01%	265
2024 Q3	$2.27K	Hold	15	–	–	﹤0.01%	399
2024 Q2	$2.26K	Hold	15	–	–	﹤0.01%	397
2024 Q1	$2.03K	Hold	15	–	–	﹤0.01%	409
2023 Q4	$1.84K	Hold	15	–	–	﹤0.01%	411
2023 Q3	$1.57K	Hold	15	–	–	﹤0.01%	413
2023 Q2	$1.63K	Hold	15	–	–	﹤0.01%	432
2023 Q1	$1.39K	Hold	15	–	–	﹤0.01%	459
2022 Q4	$1.1K	Sell	15 -30	-67%	-$2.29K	﹤0.01%	475
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	353
2022 Q2	$4K	Hold	45	–	–	﹤0.01%	337
2022 Q1	$5K	Hold	45	–	–	﹤0.01%	352
2021 Q4	$5K	Buy	+45	New	+$5K	﹤0.01%	368

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 22.9% 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

Bellevue Asset Management's IYW Position: Q2 2026 in Review

Bellevue Asset Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 69 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #257.

Bellevue Asset Management first reported a position in IYW in Q4 2021 and has held it in 19 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Bellevue Asset Management held 69 shares of iShares US Technology ETF worth $17.4K as of Q2 2026.
Bellevue Asset Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #257 holding.
Bellevue Asset Management first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 19 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.