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

Cidel 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	$605K	Hold	2,400	–	–	0.03%	234
2026 Q1	$435K	Hold	2,400	–	–	0.02%	265
2025 Q4	$479K	Hold	2,400	–	–	0.03%	208
2025 Q3	$470K	Hold	2,400	–	–	0.03%	206
2025 Q2	$416K	Hold	2,400	–	–	0.03%	220
2025 Q1	$337K	Sell	2,400 -23	-0.9%	-$3.58K	0.02%	235
2024 Q4	$387K	Sell	2,423 -2	-0.1%	-$316	0.03%	217
2024 Q3	$368K	Hold	2,425	–	–	0.03%	230
2024 Q2	$365K	Hold	2,425	–	–	0.03%	218
2024 Q1	$328K	Hold	2,425	–	–	0.02%	240
2023 Q4	$298K	Hold	2,425	–	–	0.01%	252
2023 Q3	$254K	Sell	2,425 -10	-0.4%	-$1.09K	0.01%	130
2023 Q2	$265K	Sell	2,435 -36	-1%	-$3.54K	0.01%	138
2023 Q1	$229K	Buy	+2,471	New	+$207K	0.01%	140
2022 Q2	–	Sell	-2,400	Closed	-$247K	–	144
2022 Q1	$247K	Hold	2,400	–	–	0.01%	140
2021 Q4	$276K	Hold	2,400	–	–	0.01%	137
2021 Q3	$243K	Hold	2,400	–	–	0.01%	131
2021 Q2	$239K	Hold	2,400	–	–	0.01%	136
2021 Q1	$210K	Buy	+2,400	New	+$210K	0.01%	135

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 22.9% 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

Cidel Asset Management's IYW Position: Q2 2026 in Review

Cidel Asset Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 2,400 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #234.

Cidel Asset Management first reported a position in IYW in Q1 2021 and has held it in 19 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Cidel Asset Management held 2,400 shares of iShares US Technology ETF worth $605K as of Q2 2026.
Cidel Asset Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.03% of Cidel Asset Management's portfolio in Q2 2026, its #234 holding.
Cidel Asset Management first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 19 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.