CCM
IYW icon

Coldstream Capital Management’s iShares US Technology ETF IYW Stock Holding History

Coldstream Capital Management’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 		$850K Buy
3,369
+1
+0% +$230 0.01% 536
2026
Q1 		$611K Buy
+3,368
New +$651K 0.01% 648
2025
Q3 		– Sell
-2,869
Closed -$497K – 1242
2025
Q2 		$497K Buy
2,869
+139
+5% +$21.1K 0.01% 657
2025
Q1 		$383K Sell
2,730
-120
-4% -$18.7K 0.01% 727
2024
Q4 		$455K Sell
2,850
-188
-6% -$29.7K 0.01% 649
2024
Q3 		$461K Sell
3,038
-348
-10% -$51.2K 0.01% 640
2024
Q2 		$510K Buy
3,386
+450
+15% +$62.2K 0.01% 543
2024
Q1 		$397K Buy
2,936
+1,080
+58% +$141K 0.01% 651
2023
Q4 		$228K Buy
+1,856
New +$210K 0.01% 835
2022
Q1 		– Sell
-1,760
Closed -$202K – 821
2021
Q4 		$202K Buy
1,760
+483
+38% +$53.6K 0.01% 811
2021
Q3 		$384K Buy
+1,277
New +$133K 0.02% 279
2021
Q2 		– Sell
-4,960
Closed -$435K – 534
2021
Q1 		$435K Sell
4,960
-148
-3% -$13K 0.03% 237
2020
Q4 		$435K Hold
5,108
– – 0.03% 227
2020
Q3 		$384K Buy
+5,108
New +$373K 0.03% 213

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

Coldstream Capital Management's IYW Position: Q2 2026 in Review

Coldstream Capital Management increased its iShares US Technology ETF (IYW) stake by 0.03% in Q2 2026, buying an estimated $230 and bringing the position to 3,369 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #536.

Coldstream Capital Management first reported a position in IYW in Q3 2020 and has held it in 14 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Coldstream Capital Management held 3,369 shares of iShares US Technology ETF worth $850K as of Q2 2026.
  • Coldstream Capital Management bought 1 iShares US Technology ETF share in Q2 2026, an estimated $230.
  • iShares US Technology ETF made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #536 holding.
  • Coldstream Capital Management first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 14 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.