Confluence Wealth Services’s iShares US Technology ETF IYW Stock Holding History

Confluence Wealth Services’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	$479K	Buy	1,901 +10	+0.5%	+$2.3K	0.01%	337
2026 Q1	$343K	Buy	1,891 +49	+3%	+$9.47K	0.01%	302
2025 Q4	$368K	Sell	1,842 -986	-35%	-$197K	0.02%	290
2025 Q3	$554K	Sell	2,828 -13	-0.5%	-$2.38K	0.03%	234
2025 Q2	$492K	Buy	2,841 +9	+0.3%	+$1.36K	0.03%	247
2025 Q1	$382K	Buy	2,832 +630	+29%	+$98.1K	0.02%	265
2024 Q4	$366K	Buy	+2,202	New	+$348K	0.02%	255

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

Confluence Wealth Services's IYW Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares US Technology ETF (IYW) stake by 0.53% in Q2 2026, buying an estimated $2.3K and bringing the position to 1,901 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #337.

Confluence Wealth Services first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $554K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Confluence Wealth Services held 1,901 shares of iShares US Technology ETF worth $479K as of Q2 2026.
Confluence Wealth Services bought 10 iShares US Technology ETF shares in Q2 2026, an estimated $2.3K.
iShares US Technology ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #337 holding.
Confluence Wealth Services first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
Confluence Wealth Services's iShares US Technology ETF position peaked at $554K in Q3 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.