Concord Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Concord Wealth Partners’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	$1.31M	Sell	5,210 -44	-0.8%	-$10.1K	0.15%	111
2026 Q1	$953K	Hold	5,254	–	–	0.12%	130
2025 Q4	$1.05M	Sell	5,254 -103	-2%	-$20.6K	0.14%	130
2025 Q3	$1.05M	Sell	5,357 -74	-1%	-$13.5K	0.14%	129
2025 Q2	$941K	Hold	5,431	–	–	0.14%	133
2025 Q1	$763K	Hold	5,431	–	–	0.13%	132
2024 Q4	$866K	Sell	5,431 -485	-8%	-$76.7K	0.14%	111
2024 Q3	$897K	Hold	5,916	–	–	0.15%	100
2024 Q2	$890K	Sell	5,916 -20	-0.3%	-$2.76K	0.16%	105
2024 Q1	$802K	Buy	5,936 +123	+2%	+$16K	0.14%	109
2023 Q4	$714K	Hold	5,813	–	–	0.14%	109
2023 Q3	$610K	Hold	5,813	–	–	0.13%	111
2023 Q2	$633K	Hold	5,813	–	–	0.14%	96
2023 Q1	$540K	Hold	5,813	–	–	0.15%	83
2022 Q4	$433K	Sell	5,813 -301	-5%	-$23K	0.13%	99
2022 Q3	$449K	Sell	6,114 -8	-0.1%	-$678	0.14%	96
2022 Q2	$489K	Sell	6,122 -209	-3%	-$18.5K	0.13%	100
2022 Q1	$652K	Sell	6,331 -528	-8%	-$53.9K	0.17%	80
2021 Q4	$788K	Buy	6,859 +6,600	+2,548%	+$733K	0.19%	63
2021 Q3	$26K	Sell	259 -6,600	-96%	-$689K	0.01%	332
2021 Q2	$682K	Sell	6,859 -1,096	-14%	-$102K	0.2%	48
2021 Q1	$698K	Sell	7,955 -12,332	-61%	-$1.08M	0.24%	41
2020 Q4	$1.73M	Buy	+20,287	New	+$1.62M	1.33%	11

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

Concord Wealth Partners's IYW Position: Q2 2026 in Review

Concord Wealth Partners reduced its iShares US Technology ETF (IYW) stake by 0.84% in Q2 2026, selling an estimated $10.1K and leaving 5,210 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #111.

Concord Wealth Partners first reported a position in IYW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q4 2020. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Concord Wealth Partners held 5,210 shares of iShares US Technology ETF worth $1.31M as of Q2 2026.
Concord Wealth Partners sold 44 iShares US Technology ETF shares in Q2 2026, an estimated $10.1K.
iShares US Technology ETF made up 0.15% of Concord Wealth Partners's portfolio in Q2 2026, its #111 holding.
Concord Wealth Partners first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 23 quarters since.
Concord Wealth Partners's iShares US Technology ETF position peaked at $1.73M in Q4 2020.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.