Center For Asset Management’s iShares US Technology ETF IYW Stock Holding History

Center For Asset Management’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	$490K	Buy	1,942 +195	+11%	+$44.8K	0.22%	93
2026 Q1	$317K	Buy	1,747 +78	+5%	+$15.1K	0.16%	112
2025 Q4	$333K	Buy	1,669 +60	+4%	+$12K	0.17%	106
2025 Q3	$315K	Buy	+1,609	New	+$294K	0.17%	103
2025 Q2	–	Sell	-1,461	Closed	-$205K	–	132
2025 Q1	$205K	Buy	+1,461	New	+$228K	0.13%	128

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

Center For Asset Management's IYW Position: Q2 2026 in Review

Center For Asset Management increased its iShares US Technology ETF (IYW) stake by 11% in Q2 2026, buying an estimated $44.8K and bringing the position to 1,942 shares worth $490K. The position accounts for 0.22% of the portfolio, ranked #93.

Center For Asset Management first reported a position in IYW in Q1 2025 and has held it in 5 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Center For Asset Management held 1,942 shares of iShares US Technology ETF worth $490K as of Q2 2026.
Center For Asset Management bought 195 iShares US Technology ETF shares in Q2 2026, an estimated $44.8K.
iShares US Technology ETF made up 0.22% of Center For Asset Management's portfolio in Q2 2026, its #93 holding.
Center For Asset Management first reported a position in iShares US Technology ETF in Q1 2025 and has held it in 5 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.