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

Clearstead 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
Q2 		$1.45M Sell
5,731
-225
-4% -$51.7K 0.01% 456
2026
Q1 		$1.08M Sell
5,956
-192
-3% -$37.1K 0.01% 502
2025
Q4 		$1.23M Buy
6,148
+99
+2% +$19.8K 0.02% 421
2025
Q3 		$1.18M Sell
6,049
-242
-4% -$44.3K 0.02% 415
2025
Q2 		$1.09M Buy
6,291
+1,160
+23% +$176K 0.02% 416
2025
Q1 		$721K Sell
5,131
-51
-1% -$7.94K 0.01% 485
2024
Q4 		$827K Buy
5,182
+1,100
+27% +$174K 0.01% 453
2024
Q3 		$619K Sell
4,082
-3,087
-43% -$454K 0.01% 521
2024
Q2 		$1.08M Buy
7,169
+5,237
+271% +$724K 0.02% 378
2024
Q1 		$260K Buy
1,932
+1,108
+134% +$144K 0.01% 427
2023
Q4 		$101K Buy
824
+351
+74% +$39.8K 0.01% 583
2023
Q3 		$49.6K Hold
473
– – ﹤0.01% 706
2023
Q2 		$51.5K Hold
473
– – ﹤0.01% 725
2023
Q1 		$43.9K Buy
473
+1
+0.2% +$84 ﹤0.01% 692
2022
Q4 		$35.2K Hold
472
– – ﹤0.01% 692
2022
Q3 		$35K Buy
472
+1
+0.2% +$85 ﹤0.01% 676
2022
Q2 		$38K Hold
471
– – ﹤0.01% 674
2022
Q1 		$49K Hold
471
– – ﹤0.01% 684
2021
Q4 		$54K Buy
471
+1
+0.2% +$111 ﹤0.01% 646
2021
Q3 		$48K Hold
470
– – ﹤0.01% 618
2021
Q2 		$47K Hold
470
– – ﹤0.01% 565
2021
Q1 		$41K Buy
470
+1
+0.2% +$88 ﹤0.01% 572
2020
Q4 		$40K Buy
469
+1
+0.2% +$80 ﹤0.01% 539
2020
Q3 		$35K Hold
468
– – ﹤0.01% 514
2020
Q2 		$32K Hold
468
– – ﹤0.01% 476
2020
Q1 		$24K Buy
+468
New +$27.1K ﹤0.01% 486

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

Clearstead Advisors's IYW Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares US Technology ETF (IYW) stake by 3.8% in Q2 2026, selling an estimated $51.7K and leaving 5,731 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #456.

Clearstead Advisors first reported a position in IYW in Q1 2020 and has held it in 26 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Clearstead Advisors held 5,731 shares of iShares US Technology ETF worth $1.45M as of Q2 2026.
  • Clearstead Advisors sold 225 iShares US Technology ETF shares in Q2 2026, an estimated $51.7K.
  • iShares US Technology ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #456 holding.
  • Clearstead Advisors first reported a position in iShares US Technology ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.