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Bleakley Financial Group’s iShares US Technology ETF IYW Stock Holding History

Bleakley Financial Group’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 		$11.6M Sell
45,878
-788
-2% -$181K 0.15% 112
2026
Q1 		$8.47M Sell
46,666
-1,450
-3% -$280K 0.13% 130
2025
Q4 		$9.61M Sell
48,116
-737
-2% -$147K 0.17% 102
2025
Q3 		$9.57M Buy
48,853
+1,412
+3% +$258K 0.22% 84
2025
Q2 		$8.22M Buy
47,441
+599
+1% +$90.8K 0.21% 90
2025
Q1 		$6.58M Sell
46,842
-5,385
-10% -$839K 0.21% 91
2024
Q4 		$8.33M Sell
52,227
-418
-0.8% -$66.1K 0.25% 70
2024
Q3 		$7.98M Sell
52,645
-1,820
-3% -$268K 0.24% 67
2024
Q2 		$8.2M Sell
54,465
-13,942
-20% -$1.93M 0.24% 78
2024
Q1 		$9.24M Sell
68,407
-5,893
-8% -$767K 0.27% 74
2023
Q4 		$9.12M Sell
74,300
-854
-1% -$96.7K 0.29% 63
2023
Q3 		$7.89M Sell
75,154
-3,028
-4% -$329K 0.28% 75
2023
Q2 		$8.51M Sell
78,182
-4,991
-6% -$490K 0.27% 73
2023
Q1 		$7.72M Sell
83,173
-3,202
-4% -$269K 0.26% 78
2022
Q4 		$6.43M Buy
+86,375
New +$6.61M 0.23% 90

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

Bleakley Financial Group's IYW Position: Q2 2026 in Review

Bleakley Financial Group reduced its iShares US Technology ETF (IYW) stake by 1.7% in Q2 2026, selling an estimated $181K and leaving 45,878 shares worth $11.6M. The position accounts for 0.15% of the portfolio, ranked #112.

Bleakley Financial Group first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Bleakley Financial Group held 45,878 shares of iShares US Technology ETF worth $11.6M as of Q2 2026.
  • Bleakley Financial Group sold 788 iShares US Technology ETF shares in Q2 2026, an estimated $181K.
  • iShares US Technology ETF made up 0.15% of Bleakley Financial Group's portfolio in Q2 2026, its #112 holding.
  • Bleakley Financial Group first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.