Clifford Swan Investment Counsel’s iShares US Technology ETF IYW Stock Holding History

Clifford Swan Investment Counsel’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	$5.04M	Sell	20,000 -33	-0.2%	-$7.58K	0.16%	117
2026 Q1	$3.63M	Hold	20,033	–	–	0.12%	122
2025 Q4	$4M	Hold	20,033	–	–	0.13%	120
2025 Q3	$3.92M	Buy	20,033 +33	+0.2%	+$6.04K	0.13%	121
2025 Q2	$3.47M	Hold	20,000	–	–	0.12%	123
2025 Q1	$2.81M	Hold	20,000	–	–	0.1%	129
2024 Q4	$3.19M	Hold	20,000	–	–	0.11%	127
2024 Q3	$3.03M	Hold	20,000	–	–	0.11%	131
2024 Q2	$3.01M	Hold	20,000	–	–	0.11%	126
2024 Q1	$2.7M	Hold	20,000	–	–	0.1%	131
2023 Q4	$2.46M	Hold	20,000	–	–	0.1%	131
2023 Q3	$2.1M	Hold	20,000	–	–	0.09%	137
2023 Q2	$2.18M	Hold	20,000	–	–	0.09%	135
2023 Q1	$1.86M	Hold	20,000	–	–	0.08%	139
2022 Q4	$1.49M	Sell	20,000 -5	-0%	-$383	0.06%	148
2022 Q3	$1.47M	Hold	20,005	–	–	0.07%	149
2022 Q2	$1.6M	Sell	20,005 -87	-0.4%	-$7.7K	0.07%	146
2022 Q1	$2.07M	Hold	20,092	–	–	0.08%	142
2021 Q4	$2.31M	Buy	20,092 +92	+0.5%	+$10.2K	0.08%	142
2021 Q3	$2.2M	Hold	20,000	–	–	0.08%	144
2021 Q2	$2.09M	Hold	20,000	–	–	0.08%	139
2021 Q1	$1.75M	Hold	20,000	–	–	0.07%	143
2020 Q4	$1.7M	Hold	20,000	–	–	0.07%	142
2020 Q3	$1.5M	Hold	20,000	–	–	0.07%	144
2020 Q2	$1.35M	Hold	20,000	–	–	0.07%	151
2020 Q1	$1.02M	Hold	20,000	–	–	0.06%	155
2019 Q4	$1.16M	Sell	20,000 -200	-1%	-$10.9K	0.06%	162
2019 Q3	$1.03M	Buy	20,200 +200	+1%	+$10.2K	0.05%	161
2019 Q2	$989K	Hold	20,000	–	–	0.05%	162
2019 Q1	$953K	Hold	20,000	–	–	0.05%	163
2018 Q4	$800K	Hold	20,000	–	–	0.05%	163
2018 Q3	$970K	Hold	20,000	–	–	0.05%	158
2018 Q2	$891K	Hold	20,000	–	–	0.05%	160
2018 Q1	$841K	Hold	20,000	–	–	0.05%	165
2017 Q4	$814K	Buy	+20,000	New	+$801K	0.04%	172

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

Clifford Swan Investment Counsel's IYW Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its iShares US Technology ETF (IYW) stake by 0.16% in Q2 2026, selling an estimated $7.58K and leaving 20,000 shares worth $5.04M. The position accounts for 0.16% of the portfolio, ranked #117.

Clifford Swan Investment Counsel first reported a position in IYW in Q4 2017 and has held it in 35 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Clifford Swan Investment Counsel held 20,000 shares of iShares US Technology ETF worth $5.04M as of Q2 2026.
Clifford Swan Investment Counsel sold 33 iShares US Technology ETF shares in Q2 2026, an estimated $7.58K.
iShares US Technology ETF made up 0.16% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #117 holding.
Clifford Swan Investment Counsel first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 35 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.