Clearwater Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Clearwater Capital 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	$238K	Buy	+945	New	+$217K	0.02%	168
2021 Q4	–	Sell	-3,279	Closed	-$332K	–	172
2021 Q3	$332K	Hold	3,279	–	–	0.04%	122
2021 Q2	$326K	Hold	3,279	–	–	0.04%	124
2021 Q1	$288K	Hold	3,279	–	–	0.04%	133
2020 Q4	$279K	Sell	3,279 -1,937	-37%	-$155K	0.04%	130
2020 Q3	$393K	Hold	5,216	–	–	0.06%	101
2020 Q2	$352K	Hold	5,216	–	–	0.06%	106
2020 Q1	$267K	Sell	5,216 -5,352	-51%	-$310K	0.06%	131
2019 Q4	$615K	Sell	10,568 -1,360	-11%	-$74K	0.1%	115
2019 Q3	$609K	Sell	11,928 -620	-5%	-$31.5K	0.11%	125
2019 Q2	$621K	Sell	12,548 -972	-7%	-$47.5K	0.11%	127
2019 Q1	$644K	Sell	13,520 -1,048	-7%	-$46.6K	0.12%	130
2018 Q4	$582K	Sell	14,568 -4,888	-25%	-$212K	0.13%	134
2018 Q3	$944K	Sell	19,456 -1,232	-6%	-$58.2K	0.18%	107
2018 Q2	$922K	Hold	20,688	–	–	0.19%	102
2018 Q1	$870K	Sell	20,688 -84	-0.4%	-$3.62K	0.18%	102
2017 Q4	$845K	Hold	20,772	–	–	0.19%	102
2017 Q3	$793K	Sell	20,772 -232	-1%	-$8.5K	0.18%	101
2017 Q2	$744K	Hold	21,004	–	–	0.19%	100
2017 Q1	$706K	Hold	21,004	–	–	0.19%	98
2016 Q4	$636K	Hold	21,004	–	–	0.22%	89
2016 Q3	$622K	Hold	21,004	–	–	0.22%	86
2016 Q2	$552K	Buy	+21,004	New	+$555K	0.2%	91

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

Clearwater Capital Advisors's IYW Position: Q2 2026 in Review

Clearwater Capital Advisors opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 945 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #168 among its holdings. This is a return to the name: Clearwater Capital Advisors previously reported a position in IYW as recently as Q3 2021.

Clearwater Capital Advisors first reported a position in IYW in Q2 2016 and has held it in 23 quarters since. The position peaked at $944K in Q3 2018. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Clearwater Capital Advisors held 945 shares of iShares US Technology ETF worth $238K as of Q2 2026.
iShares US Technology ETF was a new Clearwater Capital Advisors position in Q2 2026.
iShares US Technology ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #168 holding.
Clearwater Capital Advisors first reported a position in iShares US Technology ETF in Q2 2016 and has held it in 23 quarters since.
Clearwater Capital Advisors's iShares US Technology ETF position peaked at $944K in Q3 2018.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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