Canvas Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Canvas Wealth Advisors’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	$2.7M	Hold	10,702	–	–	0.38%	50
2026 Q1	$1.94M	Hold	10,702	–	–	0.33%	52
2025 Q4	$2.14M	Hold	10,702	–	–	0.36%	48
2025 Q3	$2.11M	Hold	10,702	–	–	0.38%	50
2025 Q2	$1.94M	Hold	10,702	–	–	0.38%	49
2025 Q1	$1.4M	Hold	10,702	–	–	0.36%	53
2024 Q4	$1.71M	Hold	10,702	–	–	0.43%	42
2024 Q3	$1.62M	Hold	10,702	–	–	0.45%	40
2024 Q2	$1.51M	Hold	10,702	–	–	0.47%	40
2024 Q1	$1.38M	Hold	10,702	–	–	0.47%	42
2023 Q4	$1.32M	Hold	10,702	–	–	0.48%	40
2023 Q3	$1.12M	Hold	10,702	–	–	0.46%	39
2023 Q2	$1.18M	Sell	10,702 -62	-0.6%	-$6.09K	0.44%	41
2023 Q1	$994K	Sell	10,764 -1,558	-13%	-$131K	0.42%	42
2022 Q4	$959K	Buy	12,322 +62	+0.5%	+$4.74K	0.4%	48
2022 Q3	$933K	Sell	12,260 -450	-4%	-$38.2K	0.4%	49
2022 Q2	$1.02M	Sell	12,710 -212	-2%	-$18.8K	0.41%	53
2022 Q1	$1.18M	Sell	12,922 -462	-3%	-$47.2K	0.43%	56
2021 Q4	$1.54M	Hold	13,384	–	–	0.55%	43
2021 Q3	$1.35M	Hold	13,384	–	–	0.55%	43
2021 Q2	$1.33M	Hold	13,384	–	–	0.6%	42
2021 Q1	$1.25M	Buy	+13,384	New	+$1.17M	0.73%	36

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

Canvas Wealth Advisors's IYW Position: Q2 2026 in Review

Canvas Wealth Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 10,702 shares worth $2.7M. The position accounts for 0.38% of the portfolio, ranked #50.

Canvas Wealth Advisors first reported a position in IYW in Q1 2021 and has held it in 22 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Canvas Wealth Advisors held 10,702 shares of iShares US Technology ETF worth $2.7M as of Q2 2026.
Canvas Wealth Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.38% of Canvas Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Canvas Wealth Advisors first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 22 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.