Belvedere Trading
IYW icon

Belvedere Trading’s iShares US Technology ETF IYW Stock Holding History

Belvedere Trading’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
2024
Q4 		– Sell
-3,500
Closed -$531K – 958
2024
Q3 		$531K Sell
3,500
-29,700
-89% -$4.37M ﹤0.01% 181
2024
Q2 		$5M Buy
33,200
+22,600
+213% +$3.12M 0.01% 54
2024
Q1 		$1.43M Buy
10,600
+8,900
+524% +$1.16M ﹤0.01% 77
2023
Q4 		$209K Sell
1,700
-2,800
-62% -$317K ﹤0.01% 336
2023
Q3 		$472K Buy
4,500
+600
+15% +$65.2K ﹤0.01% 124
2023
Q2 		$425K Buy
3,900
+1,700
+77% +$167K ﹤0.01% 168
2023
Q1 		$204K Buy
+2,200
New +$185K ﹤0.01% 325

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Belvedere Trading's IYW Position: Q2 2026 in Review

Belvedere Trading increased its iShares US Technology ETF (IYW) stake by 382% in Q2 2026, buying an estimated $9.54M and bringing the position to 52,411 shares worth $13.2M. The position accounts for 0.02% of the portfolio, ranked #65.

Belvedere Trading first reported a position in IYW in Q4 2020 and has held it in 5 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Belvedere Trading held 52,411 shares of iShares US Technology ETF worth $13.2M as of Q2 2026.
  • Belvedere Trading bought 41,533 iShares US Technology ETF shares in Q2 2026, an estimated $9.54M.
  • iShares US Technology ETF made up 0.02% of Belvedere Trading's portfolio in Q2 2026, its #65 holding.
  • Belvedere Trading first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 5 quarters since.
  • 1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Belvedere Trading's 13F filing for Q2 2026, filed 31 Jul 2026.