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Bogart Wealth LLC’s iShares US Technology ETF IYW Stock Holding History

Bogart Wealth LLC’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 		$20.2K Hold
80
– – ﹤0.01% 803
2026
Q1 		$14.5K Hold
80
– – ﹤0.01% 811
2025
Q4 		$16K Sell
80
-82
-51% -$16.4K ﹤0.01% 732
2025
Q3 		$31.7K Hold
162
– – ﹤0.01% 551
2025
Q2 		$28.1K Buy
162
+106
+189% +$16.1K ﹤0.01% 562
2025
Q1 		$7.87K Buy
56
+48
+600% +$7.48K ﹤0.01% 810
2024
Q4 		$1.28K Hold
8
– – ﹤0.01% 1180
2024
Q3 		$1.21K Hold
8
– – ﹤0.01% 1010
2024
Q2 		$1.2K Buy
+8
New +$1.11K ﹤0.01% 992

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

Bogart Wealth LLC's IYW Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 80 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Bogart Wealth LLC first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. The position peaked at $31.7K in Q3 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Bogart Wealth LLC held 80 shares of iShares US Technology ETF worth $20.2K as of Q2 2026.
  • Bogart Wealth LLC left its iShares US Technology ETF share count unchanged in Q2 2026.
  • iShares US Technology ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #803 holding.
  • Bogart Wealth LLC first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
  • Bogart Wealth LLC's iShares US Technology ETF position peaked at $31.7K in Q3 2025.
  • 1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.