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Collier Financial’s iShares US Technology ETF IYW Stock Holding History

Collier Financial’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 		$41.1K Sell
163
-12
-7% -$2.76K 0.03% 85
2026
Q1 		$31.7K Buy
175
+1
+0.6% +$193 0.02% 88
2025
Q4 		$34.9K Sell
174
-16
-8% -$3.2K 0.03% 85
2025
Q3 		$37.3K Buy
+190
New +$34.8K 0.03% 87
2025
Q1 		$62.7K Sell
447
-15,279
-97% -$2.38M 0.05% 69
2024
Q4 		$2.51M Buy
+15,726
New +$2.49M 2.24% 14

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

Collier Financial's IYW Position: Q2 2026 in Review

Collier Financial reduced its iShares US Technology ETF (IYW) stake by 6.9% in Q2 2026, selling an estimated $2.76K and leaving 163 shares worth $41.1K. The position accounts for 0.03% of the portfolio, ranked #85.

Collier Financial first reported a position in IYW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.51M in Q4 2024. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Collier Financial held 163 shares of iShares US Technology ETF worth $41.1K as of Q2 2026.
  • Collier Financial sold 12 iShares US Technology ETF shares in Q2 2026, an estimated $2.76K.
  • iShares US Technology ETF made up 0.03% of Collier Financial's portfolio in Q2 2026, its #85 holding.
  • Collier Financial first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • Collier Financial's iShares US Technology ETF position peaked at $2.51M in Q4 2024.
  • 1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.