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

Belpointe 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	$387K	Buy	+1,535	New	+$353K	0.01%	806
2026 Q1	–	Sell	-1,745	Closed	-$348K	–	1134
2025 Q4	$348K	Buy	1,745 +23	+1%	+$4.6K	0.01%	782
2025 Q3	$337K	Sell	1,722 -6,134	-78%	-$1.12M	0.01%	758
2025 Q2	$1.36M	Sell	7,856 -1,967	-20%	-$298K	0.06%	272
2025 Q1	$1.38M	Buy	+9,823	New	+$1.53M	0.07%	264
2024 Q3	–	Sell	-2,744	Closed	-$404K	–	924
2024 Q2	$413K	Buy	+2,744	New	+$379K	0.03%	497
2023 Q2	–	Sell	-15,076	Closed	-$1.4M	–	1991
2023 Q1	$1.4M	Buy	15,076 +1,473	+11%	+$124K	0.08%	267
2022 Q4	$1.01M	Sell	13,603 -17,550	-56%	-$1.34M	0.06%	319
2022 Q3	$2.29M	Buy	31,153 +2,338	+8%	+$198K	0.15%	128
2022 Q2	$2.3M	Buy	28,815 +1,196	+4%	+$106K	0.15%	141
2022 Q1	$2.85M	Sell	27,619 -1,150	-4%	-$117K	0.17%	119
2021 Q4	$3.3M	Buy	28,769 +1,842	+7%	+$205K	0.21%	101
2021 Q3	$2.73M	Buy	26,927 +23,130	+609%	+$2.41M	0.19%	115
2021 Q2	$378K	Buy	3,797 +1,000	+36%	+$93.3K	0.03%	585
2021 Q1	$245K	Sell	2,797 -1,532	-35%	-$134K	0.02%	671
2020 Q4	$368K	Buy	4,329 +2,445	+130%	+$195K	0.03%	490
2020 Q3	$142K	Sell	1,884 -172	-8%	-$12.6K	0.02%	662
2020 Q2	$139K	Sell	2,056 -44	-2%	-$2.66K	0.02%	634
2020 Q1	$107K	Sell	2,100 -476	-18%	-$27.6K	0.02%	595
2019 Q4	$150K	Buy	2,576 +540	+27%	+$29.4K	0.02%	629
2019 Q3	$104K	Sell	2,036 -144	-7%	-$7.32K	0.02%	663
2019 Q2	$108K	Buy	+2,180	New	+$107K	0.02%	580
2018 Q4	–	Sell	-4,068	Closed	-$197K	–	566
2018 Q3	$197K	Buy	+4,068	New	+$192K	0.03%	453
2018 Q1	–	Sell	-8,176	Closed	-$333K	–	418
2017 Q4	$333K	Buy	+8,176	New	+$328K	0.07%	315

Other funds holding IYW

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

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

Belpointe Asset Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,535 shares worth $387K. The stake represents 0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in IYW as recently as Q4 2025.

Belpointe Asset Management first reported a position in IYW in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.3M in Q4 2021. 638 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Belpointe Asset Management held 1,535 shares of iShares US Technology ETF worth $387K as of Q2 2026.
iShares US Technology ETF was a new Belpointe Asset Management position in Q2 2026.
iShares US Technology ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #806 holding.
Belpointe Asset Management first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 24 quarters since.
Belpointe Asset Management's iShares US Technology ETF position peaked at $3.3M in Q4 2021.
638 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.