Cahaba Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Cahaba Wealth 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	$319K	Hold	1,263	–	–	0.02%	126
2026 Q1	$229K	Hold	1,263	–	–	0.02%	141
2025 Q4	$252K	Sell	1,263 -1,240	-50%	-$248K	0.02%	132
2025 Q3	$490K	Hold	2,503	–	–	0.04%	96
2025 Q2	$434K	Hold	2,503	–	–	0.03%	100
2025 Q1	$352K	Hold	2,503	–	–	0.03%	107
2024 Q4	$399K	Buy	2,503 +18	+0.7%	+$2.85K	0.03%	103
2024 Q3	$377K	Buy	2,485 +936	+60%	+$138K	0.03%	107
2024 Q2	$233K	Buy	+1,549	New	+$214K	0.02%	132
2023 Q1	–	Sell	-2,956	Closed	-$220K	–	149
2022 Q4	$220K	Hold	2,956	–	–	0.03%	133
2022 Q3	$216K	Hold	2,956	–	–	0.03%	120
2022 Q2	$236K	Buy	2,956 +3	+0.1%	+$266	0.03%	121
2022 Q1	$264K	Buy	2,953 +1	+0%	+$102	0.04%	121
2021 Q4	$339K	Sell	2,952 -591	-17%	-$65.6K	0.05%	112
2021 Q3	$358K	Buy	3,543 +3	+0.1%	+$313	0.05%	98
2021 Q2	$365K	Buy	3,540 +3	+0.1%	+$280	0.06%	63
2021 Q1	$310K	Buy	3,537 +3	+0.1%	+$263	0.05%	67
2020 Q4	$313K	Buy	3,534 +6	+0.2%	+$479	0.05%	71
2020 Q3	$265K	Buy	3,528 +4	+0.1%	+$292	0.05%	66
2020 Q2	$244K	Buy	+3,524	New	+$213K	0.05%	68
2020 Q1	–	Sell	-3,504	Closed	-$203K	–	78
2019 Q4	$203K	Buy	+3,504	New	+$191K	0.05%	74

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 22.9% 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

Cahaba Wealth Management's IYW Position: Q2 2026 in Review

Cahaba Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,263 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #126.

Cahaba Wealth Management first reported a position in IYW in Q4 2019 and has held it in 21 quarters since. The position peaked at $490K in Q3 2025. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Cahaba Wealth Management held 1,263 shares of iShares US Technology ETF worth $319K as of Q2 2026.
Cahaba Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.02% of Cahaba Wealth Management's portfolio in Q2 2026, its #126 holding.
Cahaba Wealth Management first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 21 quarters since.
Cahaba Wealth Management's iShares US Technology ETF position peaked at $490K in Q3 2025.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.