Concurrent Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Concurrent Investment Advisors’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	$4.32M	Sell	17,110 -971	-5%	-$223K	0.04%	476
2026 Q1	$3.28M	Sell	18,081 -134,734	-88%	-$26M	0.04%	466
2025 Q4	$30.5M	Buy	152,815 +57,602	+60%	+$11.5M	0.35%	57
2025 Q3	$18.6M	Sell	95,213 -18,909	-17%	-$3.46M	0.32%	62
2025 Q2	$19.8M	Buy	114,122 +87,290	+325%	+$13.2M	0.38%	51
2025 Q1	$3.77M	Sell	26,832 -26,706	-50%	-$4.16M	0.09%	235
2024 Q4	$8.54M	Sell	53,538 -5,018	-9%	-$794K	0.23%	97
2024 Q3	$8.88M	Sell	58,556 -1,098	-2%	-$161K	0.26%	84
2024 Q2	$8.98M	Buy	59,654 +316	+0.5%	+$43.7K	0.29%	80
2024 Q1	$8.01M	Buy	59,338 +12,904	+28%	+$1.68M	0.32%	72
2023 Q4	$5.7M	Buy	+46,434	New	+$5.26M	0.27%	84

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

Concurrent Investment Advisors's IYW Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares US Technology ETF (IYW) stake by 5.4% in Q2 2026, selling an estimated $223K and leaving 17,110 shares worth $4.32M. The position accounts for 0.04% of the portfolio, ranked #476.

Concurrent Investment Advisors first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.5M in Q4 2025. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Concurrent Investment Advisors held 17,110 shares of iShares US Technology ETF worth $4.32M as of Q2 2026.
Concurrent Investment Advisors sold 971 iShares US Technology ETF shares in Q2 2026, an estimated $223K.
iShares US Technology ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #476 holding.
Concurrent Investment Advisors first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's iShares US Technology ETF position peaked at $30.5M in Q4 2025.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.