Caitlin John’s iShares US Technology ETF IYW Stock Holding History

Caitlin John’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	$238K	Hold	942	–	–	0.13%	189
2026 Q1	$171K	Hold	942	–	–	0.1%	180
2025 Q4	$188K	Hold	942	–	–	0.12%	187
2025 Q3	$185K	Buy	+942	New	+$172K	0.13%	140
2025 Q1	–	Sell	-942	Closed	-$150K	–	470
2024 Q4	$150K	Hold	942	–	–	0.1%	149
2024 Q3	$151K	Hold	942	–	–	0.09%	151
2024 Q2	$142K	Hold	942	–	–	0.1%	142
2024 Q1	$127K	Hold	942	–	–	0.1%	144
2023 Q4	$116K	Buy	+942	New	+$107K	0.09%	136

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

Caitlin John's IYW Position: Q2 2026 in Review

Caitlin John held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 942 shares worth $238K. The position accounts for 0.13% of the portfolio, ranked #189.

Caitlin John first reported a position in IYW in Q4 2023 and has held it in 9 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Caitlin John held 942 shares of iShares US Technology ETF worth $238K as of Q2 2026.
Caitlin John left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.13% of Caitlin John's portfolio in Q2 2026, its #189 holding.
Caitlin John first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 9 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.