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Brinker Capital Investments’s iShares US Technology ETF IYW Stock Holding History

Brinker Capital Investments’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 		$1.32M Sell
5,250
-857
-14% -$197K 0.01% 1006
2026
Q1 		$1.11M Sell
6,107
-32,926
-84% -$6.36M 0.01% 1063
2025
Q4 		$7.79M Buy
39,033
+4,328
+12% +$866K 0.06% 299
2025
Q3 		$6.8M Sell
34,705
-49,895
-59% -$9.13M 0.05% 325
2025
Q2 		$14.7M Buy
84,600
+26,109
+45% +$3.96M 0.13% 145
2025
Q1 		$8.21M Sell
58,491
-3,415
-6% -$532K 0.08% 241
2024
Q4 		$9.88M Sell
61,906
-2,934
-5% -$464K 0.1% 199
2024
Q3 		$9.83M Sell
64,840
-10,478
-14% -$1.54M 0.1% 205
2024
Q2 		$11.3M Buy
75,318
+9,843
+15% +$1.36M 0.12% 161
2024
Q1 		$8.84M Buy
65,475
+2,435
+4% +$317K 0.09% 216
2023
Q4 		$7.61M Buy
63,040
+22,146
+54% +$2.51M 0.09% 223
2023
Q3 		$4.29M Sell
40,894
-44,416
-52% -$4.83M 0.05% 335
2023
Q2 		$9.29M Buy
85,310
+3,945
+5% +$387K 0.1% 201
2023
Q1 		$7.55M Buy
81,365
+70,648
+659% +$5.93M 0.09% 196
2022
Q4 		$798K Buy
+10,717
New +$820K 0.02% 812
2022
Q3 		– Sell
-2,832
Closed -$226K – 1360
2022
Q2 		$226K Buy
2,832
+225
+9% +$19.9K ﹤0.01% 1258
2022
Q1 		$269K Hold
2,607
– – ﹤0.01% 1260
2021
Q4 		$299K Buy
2,607
+1
+0% +$111 ﹤0.01% 1258
2021
Q3 		$259K Hold
2,606
– – ﹤0.01% 1191
2021
Q2 		$259K Sell
2,606
-568
-18% -$53K ﹤0.01% 1243
2021
Q1 		$278K Sell
3,174
-2,454
-44% -$215K ﹤0.01% 1068
2020
Q4 		$479K Buy
5,628
+2,808
+100% +$224K 0.01% 847
2020
Q3 		$212K Buy
+2,820
New +$206K ﹤0.01% 1098
2015
Q4 		– Sell
-424
Closed -$10K – 655
2015
Q3 		$10K Buy
+424
New +$11K ﹤0.01% 375

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

Brinker Capital Investments's IYW Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares US Technology ETF (IYW) stake by 14% in Q2 2026, selling an estimated $197K and leaving 5,250 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1006.

Brinker Capital Investments first reported a position in IYW in Q3 2015 and has held it in 24 quarters since. The position peaked at $14.7M in Q2 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Brinker Capital Investments held 5,250 shares of iShares US Technology ETF worth $1.32M as of Q2 2026.
  • Brinker Capital Investments sold 857 iShares US Technology ETF shares in Q2 2026, an estimated $197K.
  • iShares US Technology ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1006 holding.
  • Brinker Capital Investments first reported a position in iShares US Technology ETF in Q3 2015 and has held it in 24 quarters since.
  • Brinker Capital Investments's iShares US Technology ETF position peaked at $14.7M in Q2 2025.
  • 1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.