BHPW
IYW icon

Beverly Hills Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Beverly Hills Private Wealth’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 		$348K Hold
1,378
– – 0.07% 181
2026
Q1 		$250K Hold
1,378
– – 0.04% 301
2025
Q4 		$275K Hold
1,378
– – 0.05% 273
2025
Q3 		$270K Sell
1,378
-342
-20% -$62.6K 0.05% 286
2025
Q2 		$298K Sell
1,720
-232
-12% -$35.2K 0.06% 269
2025
Q1 		$274K Sell
1,952
-64
-3% -$9.97K 0.05% 284
2024
Q4 		$322K Sell
2,016
-191
-9% -$30.2K 0.07% 245
2024
Q3 		$335K Sell
2,207
-502
-19% -$73.8K 0.07% 251
2024
Q2 		$408K Sell
2,709
-75
-3% -$10.4K 0.09% 216
2024
Q1 		$376K Sell
2,784
-196
-7% -$25.5K 0.09% 243
2023
Q4 		$366K Sell
2,980
-163
-5% -$18.5K 0.1% 224
2023
Q3 		$330K Sell
3,143
-2,462
-44% -$268K 0.1% 217
2023
Q2 		$610K Buy
5,605
+881
+19% +$86.5K 0.1% 211
2023
Q1 		$438K Buy
+4,724
New +$396K 0.14% 166

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

Beverly Hills Private Wealth's IYW Position: Q2 2026 in Review

Beverly Hills Private Wealth held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,378 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #181.

Beverly Hills Private Wealth first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. The position peaked at $610K in Q2 2023. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Beverly Hills Private Wealth held 1,378 shares of iShares US Technology ETF worth $348K as of Q2 2026.
  • Beverly Hills Private Wealth left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up 0.07% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #181 holding.
  • Beverly Hills Private Wealth first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's iShares US Technology ETF position peaked at $610K in Q2 2023.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.