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Birchwood Financial Partners’s iShares US Technology ETF IYW Stock Holding History

Birchwood Financial 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 		– Sell
-48
Closed -$8.71K – 356
2026
Q1 		$8.71K Sell
48
-51
-52% -$9.86K 0.01% 283
2025
Q4 		$19.8K Buy
+99
New +$19.8K 0.02% 235

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 22.9% 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

Birchwood Financial Partners's IYW Position: Q2 2026 in Review

Birchwood Financial Partners sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 48 shares — an estimated $8.71K sold.

Birchwood Financial Partners first reported a position in IYW in Q4 2025 and held it in 2 quarters. The position peaked at $19.8K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Birchwood Financial Partners reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Birchwood Financial Partners sold 48 iShares US Technology ETF shares in Q2 2026, an estimated $8.71K.
  • Birchwood Financial Partners first reported a position in iShares US Technology ETF in Q4 2025 and held it in 2 quarters.
  • Birchwood Financial Partners's iShares US Technology ETF position peaked at $19.8K in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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