Benjamin Edwards Inc’s iShares US Technology ETF IYW Stock Holding History

Benjamin Edwards Inc’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	$2.99M	Buy	11,855 +262	+2%	+$60.2K	0.03%	460
2026 Q1	$2.1M	Sell	11,593 -2,727	-19%	-$527K	0.02%	531
2025 Q4	$2.86M	Buy	14,320 +1,174	+9%	+$235K	0.03%	421
2025 Q3	$2.58M	Buy	13,146 +28	+0.2%	+$5.12K	0.03%	440
2025 Q2	$2.27M	Sell	13,118 -1,549	-11%	-$235K	0.03%	430
2025 Q1	$2.06M	Sell	14,667 -357	-2%	-$55.6K	0.03%	407
2024 Q4	$2.4M	Sell	15,024 -51	-0.3%	-$8.07K	0.03%	401
2024 Q3	$2.29M	Buy	+15,075	New	+$2.22M	0.03%	406

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

Benjamin Edwards Inc's IYW Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares US Technology ETF (IYW) stake by 2.3% in Q2 2026, buying an estimated $60.2K and bringing the position to 11,855 shares worth $2.99M. The position accounts for 0.03% of the portfolio, ranked #460.

Benjamin Edwards Inc first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Benjamin Edwards Inc held 11,855 shares of iShares US Technology ETF worth $2.99M as of Q2 2026.
Benjamin Edwards Inc bought 262 iShares US Technology ETF shares in Q2 2026, an estimated $60.2K.
iShares US Technology ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #460 holding.
Benjamin Edwards Inc first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.