Claro Advisors
IYW icon

Claro Advisors’s iShares US Technology ETF IYW Stock Holding History

Claro Advisors’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
Q3 		$352K Sell
1,327
-144
-10% -$35.9K 0.03% 367
2026
Q2 		$371K Sell
1,471
-41
-3% -$9.42K 0.04% 341
2026
Q1 		$274K Buy
1,512
+144
+11% +$27.8K 0.03% 399
2025
Q4 		$273K Buy
1,368
+63
+5% +$12.6K 0.04% 353
2025
Q3 		$256K Sell
1,305
-44
-3% -$8.05K 0.04% 343
2025
Q2 		$234K Buy
+1,349
New +$204K 0.04% 337

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Atlas Legacy Advisors
Atlas Legacy Advisors Los Angeles, California $685M AUM 20.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Claro Advisors's IYW Position: Q3 2026 in Review

Claro Advisors reduced its iShares US Technology ETF (IYW) stake by 9.8% in Q3 2026, selling an estimated $35.9K and leaving 1,327 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #367.

Claro Advisors first reported a position in IYW in Q2 2025 and has held it in 6 quarters since. The position peaked at $371K in Q2 2026. 884 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Claro Advisors held 1,327 shares of iShares US Technology ETF worth $352K as of Q3 2026.
  • Claro Advisors sold 144 iShares US Technology ETF shares in Q3 2026, an estimated $35.9K.
  • iShares US Technology ETF made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #367 holding.
  • Claro Advisors first reported a position in iShares US Technology ETF in Q2 2025 and has held it in 6 quarters since.
  • Claro Advisors's iShares US Technology ETF position peaked at $371K in Q2 2026.
  • 884 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.