Bradley Foster & Sargent’s iShares US Technology ETF IYW Stock Holding History

Bradley Foster & Sargent’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	$782K	Sell	3,099 -69	-2%	-$15.8K	0.01%	335
2026 Q1	$575K	Sell	3,168 -82	-3%	-$15.8K	0.01%	373
2025 Q4	$649K	Hold	3,250	–	–	0.01%	349
2025 Q3	$637K	Sell	3,250 -20	-0.6%	-$3.66K	0.01%	359
2025 Q2	$567K	Sell	3,270 -1,752	-35%	-$266K	0.01%	370
2025 Q1	$705K	Sell	5,022 -50	-1%	-$7.79K	0.01%	306
2024 Q4	$809K	Sell	5,072 -59	-1%	-$9.34K	0.01%	303
2024 Q3	$778K	Buy	5,131 +580	+13%	+$85.3K	0.01%	313
2024 Q2	$685K	Buy	4,551 +400	+10%	+$55.3K	0.01%	319
2024 Q1	$561K	Hold	4,151	–	–	0.01%	341
2023 Q4	$510K	Hold	4,151	–	–	0.01%	343
2023 Q3	$452K	Hold	4,151	–	–	0.01%	351
2023 Q2	$452K	Hold	4,151	–	–	0.01%	351
2023 Q1	$385K	Hold	4,151	–	–	0.01%	353
2022 Q4	$309K	Hold	4,151	–	–	0.01%	371
2022 Q3	$305K	Hold	4,151	–	–	0.01%	365
2022 Q2	$332K	Hold	4,151	–	–	0.01%	367
2022 Q1	$428K	Hold	4,151	–	–	0.01%	364
2021 Q4	$477K	Hold	4,151	–	–	0.01%	336
2021 Q3	$420K	Buy	+4,151	New	+$433K	0.01%	325

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

Bradley Foster & Sargent's IYW Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its iShares US Technology ETF (IYW) stake by 2.2% in Q2 2026, selling an estimated $15.8K and leaving 3,099 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #335.

Bradley Foster & Sargent first reported a position in IYW in Q3 2021 and has held it in 20 quarters since. The position peaked at $809K in Q4 2024. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Bradley Foster & Sargent held 3,099 shares of iShares US Technology ETF worth $782K as of Q2 2026.
Bradley Foster & Sargent sold 69 iShares US Technology ETF shares in Q2 2026, an estimated $15.8K.
iShares US Technology ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #335 holding.
Bradley Foster & Sargent first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 20 quarters since.
Bradley Foster & Sargent's iShares US Technology ETF position peaked at $809K in Q4 2024.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.