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

Cary Street Partners’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	$8.96M	Sell	35,517 -1,280	-3%	-$294K	0.2%	121
2026 Q1	$6.68M	Sell	36,797 -1,987	-5%	-$384K	0.17%	140
2025 Q4	$7.74M	Sell	38,784 -2,643	-6%	-$529K	0.19%	125
2025 Q3	$8.11M	Sell	41,427 -318	-0.8%	-$58.2K	0.21%	115
2025 Q2	$7.23M	Sell	41,745 -2,750	-6%	-$417K	0.2%	123
2025 Q1	$6.25M	Sell	44,495 -3,268	-7%	-$509K	0.2%	120
2024 Q4	$7.62M	Buy	+47,763	New	+$7.56M	0.25%	98

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

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

Cary Street Partners reduced its iShares US Technology ETF (IYW) stake by 3.5% in Q2 2026, selling an estimated $294K and leaving 35,517 shares worth $8.96M. The position accounts for 0.2% of the portfolio, ranked #121.

Cary Street Partners first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Cary Street Partners held 35,517 shares of iShares US Technology ETF worth $8.96M as of Q2 2026.
Cary Street Partners sold 1,280 iShares US Technology ETF shares in Q2 2026, an estimated $294K.
iShares US Technology ETF made up 0.2% of Cary Street Partners's portfolio in Q2 2026, its #121 holding.
Cary Street Partners first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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