Buck Wealth Strategies’s iShares US Technology ETF IYW Stock Holding History

Buck Wealth Strategies’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	$645K	Sell	2,557 -2,254	-47%	-$518K	0.07%	114
2026 Q1	$873K	Sell	4,811 -297	-6%	-$57.4K	0.11%	80
2025 Q4	$1.02M	Sell	5,108 -1,352	-21%	-$270K	0.13%	75
2025 Q3	$1.27M	Sell	6,460 -553	-8%	-$101K	0.17%	65
2025 Q2	$1.22M	Buy	7,013 +2,515	+56%	+$381K	0.19%	61
2025 Q1	$632K	Buy	+4,498	New	+$701K	0.11%	82

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

Buck Wealth Strategies's IYW Position: Q2 2026 in Review

Buck Wealth Strategies reduced its iShares US Technology ETF (IYW) stake by 47% in Q2 2026, selling an estimated $518K and leaving 2,557 shares worth $645K. The position accounts for 0.07% of the portfolio, ranked #114.

Buck Wealth Strategies first reported a position in IYW in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q3 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Buck Wealth Strategies held 2,557 shares of iShares US Technology ETF worth $645K as of Q2 2026.
Buck Wealth Strategies sold 2,254 iShares US Technology ETF shares in Q2 2026, an estimated $518K.
iShares US Technology ETF made up 0.07% of Buck Wealth Strategies's portfolio in Q2 2026, its #114 holding.
Buck Wealth Strategies first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 6 quarters since.
Buck Wealth Strategies's iShares US Technology ETF position peaked at $1.27M in Q3 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.