Blalock Williams’s iShares US Technology ETF IYW Stock Holding History

Blalock Williams’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	$232K	Buy	+919	New	+$211K	0.15%	141
2026 Q1	–	Sell	-1,360	Closed	-$272K	–	150
2025 Q4	$272K	Sell	1,360 -78	-5%	-$15.6K	0.22%	105
2025 Q3	$282K	Sell	1,438 -4,752	-77%	-$869K	0.25%	97
2025 Q2	$1.07M	Sell	6,190 -714	-10%	-$108K	1.07%	25
2025 Q1	$970K	Sell	6,904 -155	-2%	-$24.1K	1.09%	25
2024 Q4	$1.13M	Buy	+7,059	New	+$1.12M	1.31%	21

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 22.9% 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

Blalock Williams's IYW Position: Q2 2026 in Review

Blalock Williams opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 919 shares worth $232K. The stake represents 0.15% of the portfolio and ranks #141 among its holdings. This is a return to the name: Blalock Williams previously reported a position in IYW as recently as Q4 2025.

Blalock Williams first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2024. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Blalock Williams held 919 shares of iShares US Technology ETF worth $232K as of Q2 2026.
iShares US Technology ETF was a new Blalock Williams position in Q2 2026.
iShares US Technology ETF made up 0.15% of Blalock Williams's portfolio in Q2 2026, its #141 holding.
Blalock Williams first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
Blalock Williams's iShares US Technology ETF position peaked at $1.13M in Q4 2024.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.