Coastal Bridge Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.63M | Hold |
10,410
| – | – | 0.16% | 142 |
|
|
2026
Q1 | $1.89M | Sell |
10,410
-77
| -0.7% | -$14.9K | 0.13% | 160 |
|
|
2025
Q4 | $2.09M | Sell |
10,487
-75
| -0.7% | -$15K | 0.16% | 147 |
|
|
2025
Q3 | $2.07M | Sell |
10,562
-473
| -4% | -$86.5K | 0.16% | 144 |
|
|
2025
Q2 | $1.91M | Sell |
11,035
-527
| -5% | -$79.9K | 0.16% | 142 |
|
|
2025
Q1 | $1.62M | Buy |
11,562
+5,499
| +91% | +$857K | 0.15% | 144 |
|
|
2024
Q4 | $967K | Hold |
6,063
| – | – | 0.24% | 66 |
|
|
2024
Q3 | $919K | Hold |
6,063
| – | – | 0.23% | 67 |
|
|
2024
Q2 | $912K | Sell |
6,063
-2,320
| -28% | -$321K | 0.23% | 67 |
|
|
2024
Q1 | $1.13M | Hold |
8,383
| – | – | 0.26% | 62 |
|
|
2023
Q4 | $1.03M | Hold |
8,383
| – | – | 0.26% | 64 |
|
|
2023
Q3 | $880K | Hold |
8,383
| – | – | 0.24% | 70 |
|
|
2023
Q2 | $913K | Hold |
8,383
| – | – | 0.22% | 64 |
|
|
2023
Q1 | $778K | Hold |
8,383
| – | – | 0.2% | 67 |
|
|
2022
Q4 | $624K | Hold |
8,383
| – | – | 0.18% | 75 |
|
|
2022
Q3 | $615K | Buy |
8,383
+400
| +5% | +$33.9K | 0.17% | 77 |
|
|
2022
Q2 | $638K | Hold |
7,983
| – | – | 0.2% | 73 |
|
|
2022
Q1 | $823K | Sell |
7,983
-450
| -5% | -$45.9K | 0.19% | 66 |
|
|
2021
Q4 | $968K | Hold |
8,433
| – | – | 0.2% | 67 |
|
|
2021
Q3 | $854K | Sell |
8,433
-1,747
| -17% | -$182K | 0.2% | 56 |
|
|
2021
Q2 | $1.01M | Buy |
10,180
+800
| +9% | +$74.6K | 0.21% | 56 |
|
|
2021
Q1 | $823K | Sell |
9,380
-500
| -5% | -$43.8K | 0.15% | 58 |
|
|
2020
Q4 | $841K | Hold |
9,880
| – | – | 0.17% | 55 |
|
|
2020
Q3 | $744K | Hold |
9,880
| – | – | 0.23% | 55 |
|
|
2020
Q2 | $666K | Hold |
9,880
| – | – | 0.21% | 59 |
|
|
2020
Q1 | $505K | Hold |
9,880
| – | – | 0.19% | 66 |
|
|
2019
Q4 | $575K | Hold |
9,880
| – | – | 0.15% | 68 |
|
|
2019
Q3 | $504K | Hold |
9,880
| – | – | 0.17% | 76 |
|
|
2019
Q2 | $489K | Hold |
9,880
| – | – | 0.14% | 80 |
|
|
2019
Q1 | $471K | Hold |
9,880
| – | – | 0.16% | 77 |
|
|
2018
Q4 | $395K | Hold |
9,880
| – | – | 0.16% | 80 |
|
|
2018
Q3 | $479K | Hold |
9,880
| – | – | 0.18% | 69 |
|
|
2018
Q2 | $440K | Hold |
9,880
| – | – | 0.18% | 73 |
|
|
2018
Q1 | $415K | Hold |
9,880
| – | – | 0.15% | 78 |
|
|
2017
Q4 | $408K | Hold |
9,880
| – | – | 0.13% | 79 |
|
|
2017
Q3 | $370K | Buy |
+9,880
| New | +$362K | 0.12% | 77 |
|
Other funds holding IYW
PCH
Coastal Bridge Advisors's IYW Position: Q2 2026 in Review
Coastal Bridge Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 10,410 shares worth $2.63M. The position accounts for 0.16% of the portfolio, ranked #142.
Coastal Bridge Advisors first reported a position in IYW in Q3 2017 and has held it in 36 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.
- Coastal Bridge Advisors held 10,410 shares of iShares US Technology ETF worth $2.63M as of Q2 2026.
- Coastal Bridge Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
- iShares US Technology ETF made up 0.16% of Coastal Bridge Advisors's portfolio in Q2 2026, its #142 holding.
- Coastal Bridge Advisors first reported a position in iShares US Technology ETF in Q3 2017 and has held it in 36 quarters since.
- 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.