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Brookstone Capital Management’s iShares US Technology ETF IYW Stock Holding History

Brookstone Capital Management’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 		$2.53M Buy
10,047
+3
+0% +$689 0.03% 459
2026
Q1 		$1.82M Sell
10,044
-5,189
-34% -$1M 0.02% 486
2025
Q4 		$3.04M Sell
15,233
-623
-4% -$125K 0.03% 381
2025
Q3 		$3.11M Sell
15,856
-20,001
-56% -$3.66M 0.04% 378
2025
Q2 		$6.21M Sell
35,857
-1,777
-5% -$269K 0.08% 251
2025
Q1 		$5.29M Sell
37,634
-31,698
-46% -$4.94M 0.08% 246
2024
Q4 		$11.1M Sell
69,332
-4,041
-6% -$639K 0.16% 153
2024
Q3 		$11.1M Sell
73,373
-12,514
-15% -$1.84M 0.16% 151
2024
Q2 		$12.9M Buy
85,887
+9,411
+12% +$1.3M 0.21% 111
2024
Q1 		$10.3M Buy
76,476
+26,246
+52% +$3.42M 0.18% 130
2023
Q4 		$6.17M Sell
50,230
-5,574
-10% -$631K 0.12% 176
2023
Q3 		$5.97M Buy
55,804
+5,981
+12% +$650K 0.13% 165
2023
Q2 		$5.35M Sell
49,823
-4,906
-9% -$482K 0.11% 188
2023
Q1 		$5.04M Buy
54,729
+16,190
+42% +$1.36M 0.1% 184
2022
Q4 		$2.87M Buy
38,539
+31,176
+423% +$2.39M 0.06% 247
2022
Q3 		$529K Buy
7,363
+70
+1% +$5.94K 0.01% 556
2022
Q2 		$616K Sell
7,293
-290
-4% -$25.7K 0.01% 529
2022
Q1 		$726K Sell
7,583
-114,645
-94% -$11.7M 0.01% 472
2021
Q4 		$13.3M Buy
122,228
+1,232
+1% +$137K 0.23% 94
2021
Q3 		$12.5M Buy
120,996
+104,701
+643% +$10.9M 0.22% 91
2021
Q2 		$1.66M Sell
16,295
-109,694
-87% -$10.2M 0.03% 285
2021
Q1 		$11M Buy
125,989
+51,170
+68% +$4.48M 0.42% 62
2020
Q4 		$6.37M Buy
74,819
+19,239
+35% +$1.54M 0.25% 85
2020
Q3 		$4.18M Buy
+55,580
New +$4.06M 0.19% 81
2017
Q1 		– Sell
-296,468
Closed -$8.91M – 269
2016
Q4 		$8.91M Sell
296,468
-75,532
-20% -$2.25M 0.98% 26
2016
Q3 		$11.1M Buy
+372,000
New +$10.7M 1.22% 23
2015
Q1 		– Sell
-313,436
Closed -$8.18M – 194
2014
Q4 		$8.18M Buy
313,436
+129,228
+70% +$3.3M 1.36% 18
2014
Q3 		$4.64M Buy
184,208
+80,660
+78% +$2.01M 0.87% 23
2014
Q2 		$2.51M Buy
103,548
+25,660
+33% +$593K 0.51% 24
2014
Q1 		$1.77M Buy
77,888
+63,740
+451% +$1.42M 0.45% 26
2013
Q4 		$313K Buy
+14,148
New +$295K 0.09% 77

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

Brookstone Capital Management's IYW Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares US Technology ETF (IYW) stake by 0.03% in Q2 2026, buying an estimated $689 and bringing the position to 10,047 shares worth $2.53M. The position accounts for 0.03% of the portfolio, ranked #459.

Brookstone Capital Management first reported a position in IYW in Q4 2013 and has held it in 31 quarters since. The position peaked at $13.3M in Q4 2021. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Brookstone Capital Management held 10,047 shares of iShares US Technology ETF worth $2.53M as of Q2 2026.
  • Brookstone Capital Management bought 3 iShares US Technology ETF shares in Q2 2026, an estimated $689.
  • iShares US Technology ETF made up 0.03% of Brookstone Capital Management's portfolio in Q2 2026, its #459 holding.
  • Brookstone Capital Management first reported a position in iShares US Technology ETF in Q4 2013 and has held it in 31 quarters since.
  • Brookstone Capital Management's iShares US Technology ETF position peaked at $13.3M in Q4 2021.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.