Berkeley Capital Partners’s iShares US Technology ETF IYW Stock Holding History

Berkeley Capital Partners’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	$1.58M	Buy	6,280 +261	+4%	+$59.9K	0.33%	59
2026 Q1	$1.09M	Sell	6,019 -32,140	-84%	-$6.21M	0.25%	87
2025 Q4	$7.62M	Sell	38,159 -726	-2%	-$145K	1.79%	11
2025 Q3	$7.62M	Sell	38,885 -228	-0.6%	-$41.7K	1.8%	12
2025 Q2	$6.78M	Buy	39,113 +295	+0.8%	+$44.7K	1.72%	13
2025 Q1	$5.45M	Buy	38,818 +288	+0.7%	+$44.9K	1.5%	12
2024 Q4	$6.15M	Buy	38,530 +1,084	+3%	+$172K	1.71%	11
2024 Q3	$5.68M	Sell	37,446 -9,294	-20%	-$1.37M	1.62%	11
2024 Q2	$7.03M	Sell	46,740 -2,001	-4%	-$277K	2.12%	8
2024 Q1	$6.58M	Sell	48,741 -17,142	-26%	-$2.23M	2.01%	10
2023 Q4	$8.09M	Sell	65,883 -2,580	-4%	-$292K	2.67%	9
2023 Q3	$7.18M	Sell	68,463 -91	-0.1%	-$9.9K	2.59%	8
2023 Q2	$7.46M	Sell	68,554 -794	-1%	-$78K	2.64%	8
2023 Q1	$6.44M	Buy	69,348 +1,513	+2%	+$127K	2.38%	8
2022 Q4	$5.05M	Buy	+67,835	New	+$5.19M	1.95%	10

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

Berkeley Capital Partners's IYW Position: Q2 2026 in Review

Berkeley Capital Partners increased its iShares US Technology ETF (IYW) stake by 4.3% in Q2 2026, buying an estimated $59.9K and bringing the position to 6,280 shares worth $1.58M. The position accounts for 0.33% of the portfolio, ranked #59.

Berkeley Capital Partners first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.09M in Q4 2023. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Berkeley Capital Partners held 6,280 shares of iShares US Technology ETF worth $1.58M as of Q2 2026.
Berkeley Capital Partners bought 261 iShares US Technology ETF shares in Q2 2026, an estimated $59.9K.
iShares US Technology ETF made up 0.33% of Berkeley Capital Partners's portfolio in Q2 2026, its #59 holding.
Berkeley Capital Partners first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
Berkeley Capital Partners's iShares US Technology ETF position peaked at $8.09M in Q4 2023.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.