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Cary Street Partners Investment Advisory’s iShares US Technology ETF IYW Stock Holding History

Cary Street Partners Investment Advisory’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 		$512K Buy
2,029
+111
+6% +$25.5K 0.1% 201
2026
Q1 		$348K Sell
1,918
-152
-7% -$29.4K 0.09% 247
2025
Q4 		$413K Buy
2,070
+1,851
+845% +$370K 0.11% 193
2025
Q3 		$42.9K Sell
219
-1,026
-82% -$188K 0.02% 454
2025
Q2 		$216K Sell
1,245
-51
-4% -$7.73K 0.1% 224
2025
Q1 		$182K Buy
1,296
+62
+5% +$9.66K 0.1% 228
2024
Q4 		$197K Sell
1,234
-69,723
-98% -$11M 0.13% 183
2024
Q3 		$10.8M Sell
70,957
-1,993
-3% -$293K 0.4% 62
2024
Q2 		$11M Sell
72,950
-1,359
-2% -$188K 0.44% 54
2024
Q1 		$10M Sell
74,309
-14,034
-16% -$1.83M 0.42% 62
2023
Q4 		$10.8M Sell
88,343
-12,700
-13% -$1.44M 0.52% 43
2023
Q3 		$10.6M Buy
101,043
+64,856
+179% +$7.05M 0.57% 38
2023
Q2 		$3.94M Buy
36,187
+573
+2% +$56.3K 0.25% 110
2023
Q1 		$3.31M Buy
35,614
+1,622
+5% +$136K 0.24% 111
2022
Q4 		$2.53M Sell
33,992
-2,868
-8% -$219K 0.19% 139
2022
Q3 		$2.7M Buy
36,860
+3,975
+12% +$337K 0.22% 117
2022
Q2 		$2.63M Buy
32,885
+3,109
+10% +$275K 0.22% 113
2022
Q1 		$3.07M Buy
29,776
+699
+2% +$71.4K 0.84% 32
2021
Q4 		$3.34M Buy
29,077
+524
+2% +$58.2K 0.93% 26
2021
Q3 		$2.89M Buy
28,553
+3,189
+13% +$333K 0.95% 27
2021
Q2 		$2.52M Sell
25,364
-567
-2% -$52.9K 0.81% 34
2021
Q1 		$2.27M Sell
25,931
-6,085
-19% -$533K 0.94% 23
2020
Q4 		$2.72M Sell
32,016
-21,800
-41% -$1.74M 0.52% 42
2020
Q3 		$4.05M Buy
+53,816
New +$3.93M 0.86% 30

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cary Street Partners Investment Advisory's IYW Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares US Technology ETF (IYW) stake by 5.8% in Q2 2026, buying an estimated $25.5K and bringing the position to 2,029 shares worth $512K. The position accounts for 0.1% of the portfolio, ranked #201.

Cary Street Partners Investment Advisory first reported a position in IYW in Q3 2020 and has held it in 24 quarters since. The position peaked at $11M in Q2 2024. 1,022 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,029 shares of iShares US Technology ETF worth $512K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 111 iShares US Technology ETF shares in Q2 2026, an estimated $25.5K.
  • iShares US Technology ETF made up 0.1% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #201 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's iShares US Technology ETF position peaked at $11M in Q2 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.