Brookwood Investment Group’s iShares US Technology ETF IYW Stock Holding History

Brookwood Investment 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	$456K	Sell	1,807 -347	-16%	-$79.7K	0.05%	324
2026 Q1	$391K	Sell	2,154 -451	-17%	-$87.2K	0.05%	332
2025 Q4	$520K	Sell	2,605 -644	-20%	-$129K	0.06%	277
2025 Q3	$636K	Sell	3,249 -513	-14%	-$93.8K	0.08%	226
2025 Q2	$652K	Sell	3,762 -643	-15%	-$97.5K	0.11%	194
2025 Q1	$619K	Buy	+4,405	New	+$686K	0.11%	188

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

Brookwood Investment Group's IYW Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares US Technology ETF (IYW) stake by 16% in Q2 2026, selling an estimated $79.7K and leaving 1,807 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #324.

Brookwood Investment Group first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. The position peaked at $652K in Q2 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Brookwood Investment Group held 1,807 shares of iShares US Technology ETF worth $456K as of Q2 2026.
Brookwood Investment Group sold 347 iShares US Technology ETF shares in Q2 2026, an estimated $79.7K.
iShares US Technology ETF made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #324 holding.
Brookwood Investment Group first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's iShares US Technology ETF position peaked at $652K in Q2 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.