BlackDiamond Wealth Management’s iShares US Technology ETF IYW Stock Holding History

BlackDiamond Wealth Management’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	$365K	Sell	1,445 -43	-3%	-$9.88K	0.15%	142
2026 Q1	$270K	Hold	1,488	–	–	0.13%	158
2025 Q4	$292K	Sell	1,488 -2	-0.1%	-$400	0.14%	151
2025 Q3	$292K	Sell	1,490 -27	-2%	-$4.94K	0.16%	122
2025 Q2	$260K	Hold	1,517	–	–	0.15%	130
2025 Q1	$225K	Sell	1,517 -711	-32%	-$111K	0.15%	136
2024 Q4	$355K	Hold	2,228	–	–	0.21%	102
2024 Q3	$358K	Sell	2,228 -5	-0.2%	-$735	0.22%	106
2024 Q2	$308K	Buy	+2,233	New	+$309K	0.2%	105

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

BlackDiamond Wealth Management's IYW Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its iShares US Technology ETF (IYW) stake by 2.9% in Q2 2026, selling an estimated $9.88K and leaving 1,445 shares worth $365K. The position accounts for 0.15% of the portfolio, ranked #142.

BlackDiamond Wealth Management first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

BlackDiamond Wealth Management held 1,445 shares of iShares US Technology ETF worth $365K as of Q2 2026.
BlackDiamond Wealth Management sold 43 iShares US Technology ETF shares in Q2 2026, an estimated $9.88K.
iShares US Technology ETF made up 0.15% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #142 holding.
BlackDiamond Wealth Management first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.