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Capital Analysts LLC’s iShares US Technology ETF IYW Stock Holding History

Capital Analysts LLC’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 		$1.28M Buy
5,096
+295
+6% +$67.8K 0.03% 329
2026
Q1 		$871K Sell
4,801
-19,236
-80% -$3.72M 0.02% 354
2025
Q4 		$4.8M Buy
24,037
+75
+0.3% +$15K 0.13% 131
2025
Q3 		$4.69M Sell
23,962
-20,046
-46% -$3.67M 0.14% 134
2025
Q2 		$7.63M Buy
44,008
+24,344
+124% +$3.69M 0.25% 85
2025
Q1 		$2.76M Buy
19,664
+1,862
+10% +$290K 0.1% 165
2024
Q4 		$2.84M Buy
17,802
+1,154
+7% +$183K 0.11% 148
2024
Q3 		$2.52M Buy
16,648
+4,582
+38% +$674K 0.1% 158
2024
Q2 		$1.82M Buy
12,066
+5,081
+73% +$702K 0.08% 181
2024
Q1 		$943K Sell
6,985
-9
-0.1% -$1.17K 0.04% 250
2023
Q4 		$859K Buy
6,994
+1,978
+39% +$224K 0.04% 245
2023
Q3 		$526K Sell
5,016
-5,133
-51% -$558K 0.03% 291
2023
Q2 		$1.1M Buy
10,149
+572
+6% +$56.2K 0.06% 210
2023
Q1 		$889K Buy
9,577
+2,833
+42% +$238K 0.05% 232
2022
Q4 		$502K Buy
6,744
+6,300
+1,419% +$482K 0.03% 297
2022
Q3 		$32K Hold
444
– – ﹤0.01% 644
2022
Q2 		$35K Hold
444
– – ﹤0.01% 623
2022
Q1 		$46K Hold
444
– – ﹤0.01% 560
2021
Q4 		$51K Hold
444
– – ﹤0.01% 571
2021
Q3 		$45K Buy
444
+180
+68% +$18.8K ﹤0.01% 589
2021
Q2 		$26K Hold
264
– – ﹤0.01% 634
2021
Q1 		$23K Hold
264
– – ﹤0.01% 699
2020
Q4 		$22K Sell
264
-964
-79% -$77K ﹤0.01% 503
2020
Q3 		$92K Buy
1,228
+964
+365% +$70.4K 0.01% 324
2020
Q2 		$18K Hold
264
– – ﹤0.01% 483
2020
Q1 		$13K Hold
264
– – ﹤0.01% 492
2019
Q4 		$15K Hold
264
– – ﹤0.01% 517
2019
Q3 		$13K Hold
264
– – ﹤0.01% 517
2019
Q2 		$13K Hold
264
– – ﹤0.01% 512
2019
Q1 		$12K Buy
+264
New +$11.7K ﹤0.01% 493

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Analysts LLC's IYW Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares US Technology ETF (IYW) stake by 6.1% in Q2 2026, buying an estimated $67.8K and bringing the position to 5,096 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #329.

Capital Analysts LLC first reported a position in IYW in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.63M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Capital Analysts LLC held 5,096 shares of iShares US Technology ETF worth $1.28M as of Q2 2026.
  • Capital Analysts LLC bought 295 iShares US Technology ETF shares in Q2 2026, an estimated $67.8K.
  • iShares US Technology ETF made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #329 holding.
  • Capital Analysts LLC first reported a position in iShares US Technology ETF in Q1 2019 and has held it in 30 quarters since.
  • Capital Analysts LLC's iShares US Technology ETF position peaked at $7.63M in Q2 2025.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.