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IYW icon

Certuity’s iShares US Technology ETF IYW Stock Holding History

Certuity’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 		$11.6M Buy
46,029
+13
+0% +$2.99K 0.57% 33
2026
Q1 		$8.35M Sell
46,016
-334
-0.7% -$64.5K 0.55% 37
2025
Q4 		$9.26M Sell
46,350
-680
-1% -$136K 0.58% 33
2025
Q3 		$9.21M Buy
47,030
+13
+0% +$2.38K 0.63% 36
2025
Q2 		$8.15M Sell
47,017
-657
-1% -$99.6K 0.77% 31
2025
Q1 		$6.7M Sell
47,674
-42
-0.1% -$6.54K 0.7% 35
2024
Q4 		$7.61M Buy
47,716
+10,707
+29% +$1.69M 0.83% 31
2024
Q3 		$5.61M Buy
37,009
+15
+0% +$2.21K 0.61% 39
2024
Q2 		$5.57M Buy
36,994
+13
+0% +$1.8K 0.44% 38
2024
Q1 		$4.99M Buy
36,981
+20
+0.1% +$2.6K 0.44% 41
2023
Q4 		$4.54M Buy
36,961
+66
+0.2% +$7.48K 0.46% 41
2023
Q3 		$3.87M Sell
36,895
-8
-0% -$870 0.46% 41
2023
Q2 		$4.02M Buy
36,903
+18
+0% +$1.77K 0.46% 36
2023
Q1 		$3.42M Buy
36,885
+263
+0.7% +$22.1K 0.51% 32
2022
Q4 		$2.73M Buy
36,622
+203
+0.6% +$15.5K 0.43% 34
2022
Q3 		$2.67M Sell
36,419
-144
-0.4% -$12.2K 0.62% 22
2022
Q2 		$2.92M Buy
36,563
+19
+0.1% +$1.68K 0.76% 23
2022
Q1 		$3.77M Buy
36,544
+4,128
+13% +$421K 0.81% 20
2021
Q4 		$3.72M Buy
32,416
+32
+0.1% +$3.55K 0.8% 21
2021
Q3 		$3.28M Buy
32,384
+599
+2% +$62.5K 0.65% 25
2021
Q2 		$3.16M Sell
31,785
-175
-0.5% -$16.3K 0.73% 23
2021
Q1 		$2.8M Sell
31,960
-405
-1% -$35.5K 0.75% 24
2020
Q4 		$2.75M Buy
32,365
+65
+0.2% +$5.19K 0.89% 18
2020
Q3 		$2.43M Sell
32,300
-1,256
-4% -$91.7K 0.96% 19
2020
Q2 		$2.26M Sell
33,556
-1,076
-3% -$64.9K 1.05% 17
2020
Q1 		$1.77M Sell
34,632
-1,164
-3% -$67.5K 0.98% 20
2019
Q4 		$2.08M Buy
+35,796
New +$1.95M 1% 15

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

Certuity's IYW Position: Q2 2026 in Review

Certuity increased its iShares US Technology ETF (IYW) stake by 0.03% in Q2 2026, buying an estimated $2.99K and bringing the position to 46,029 shares worth $11.6M. The position accounts for 0.57% of the portfolio, ranked #33.

Certuity first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. 1,294 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Certuity held 46,029 shares of iShares US Technology ETF worth $11.6M as of Q2 2026.
  • Certuity bought 13 iShares US Technology ETF shares in Q2 2026, an estimated $2.99K.
  • iShares US Technology ETF made up 0.57% of Certuity's portfolio in Q2 2026, its #33 holding.
  • Certuity first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,294 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.