Ceera Investments’s iShares US Technology ETF IYW Stock Holding History

Ceera Investments’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	$497K	Sell	1,970 -210	-10%	-$48.2K	0.21%	68
2026 Q1	$395K	Hold	2,180	–	–	0.17%	66
2025 Q4	$435K	Hold	2,180	–	–	0.17%	64
2025 Q3	$427K	Sell	2,180 -215	-9%	-$39.3K	0.13%	85
2025 Q2	$415K	Hold	2,395	–	–	0.13%	85
2025 Q1	$336K	Hold	2,395	–	–	0.12%	75
2024 Q4	$382K	Sell	2,395 -300	-11%	-$47.5K	0.13%	73
2024 Q3	$409K	Hold	2,695	–	–	0.15%	72
2024 Q2	$406K	Hold	2,695	–	–	0.17%	69
2024 Q1	$364K	Hold	2,695	–	–	0.16%	65
2023 Q4	$331K	Hold	2,695	–	–	0.16%	64
2023 Q3	$283K	Hold	2,695	–	–	0.15%	65
2023 Q2	$293K	Hold	2,695	–	–	0.17%	60
2023 Q1	$250K	Buy	+2,695	New	+$226K	0.16%	65

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

Ceera Investments's IYW Position: Q2 2026 in Review

Ceera Investments reduced its iShares US Technology ETF (IYW) stake by 9.6% in Q2 2026, selling an estimated $48.2K and leaving 1,970 shares worth $497K. The position accounts for 0.21% of the portfolio, ranked #68.

Ceera Investments first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Ceera Investments held 1,970 shares of iShares US Technology ETF worth $497K as of Q2 2026.
Ceera Investments sold 210 iShares US Technology ETF shares in Q2 2026, an estimated $48.2K.
iShares US Technology ETF made up 0.21% of Ceera Investments's portfolio in Q2 2026, its #68 holding.
Ceera Investments first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.