Connecticut Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Connecticut Wealth 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	$4.46M	Sell	17,688 -699	-4%	-$161K	0.17%	64
2026 Q1	$3.34M	Buy	18,387 +155	+0.9%	+$30K	0.14%	75
2025 Q4	$3.64M	Hold	18,232	–	–	0.16%	68
2025 Q3	$3.57M	Hold	18,232	–	–	0.16%	67
2025 Q2	$3.16M	Hold	18,232	–	–	0.15%	68
2025 Q1	$2.56M	Sell	18,232 -556	-3%	-$86.6K	0.13%	76
2024 Q4	$3M	Hold	18,788	–	–	0.15%	57
2024 Q3	$2.85M	Sell	18,788 -3,340	-15%	-$491K	0.14%	80
2024 Q2	$3.33M	Hold	22,128	–	–	0.17%	70
2024 Q1	$2.99M	Hold	22,128	–	–	0.16%	73
2023 Q4	$2.72M	Sell	22,128 -376	-2%	-$42.6K	0.16%	76
2023 Q3	$2.36M	Buy	22,504 +376	+2%	+$40.9K	0.16%	76
2023 Q2	$2.41M	Sell	22,128 -37	-0.2%	-$3.63K	0.17%	62
2023 Q1	$2.06M	Buy	+22,165	New	+$1.86M	0.16%	65

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

Connecticut Wealth Management's IYW Position: Q2 2026 in Review

Connecticut Wealth Management reduced its iShares US Technology ETF (IYW) stake by 3.8% in Q2 2026, selling an estimated $161K and leaving 17,688 shares worth $4.46M. The position accounts for 0.17% of the portfolio, ranked #64.

Connecticut Wealth Management first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Connecticut Wealth Management held 17,688 shares of iShares US Technology ETF worth $4.46M as of Q2 2026.
Connecticut Wealth Management sold 699 iShares US Technology ETF shares in Q2 2026, an estimated $161K.
iShares US Technology ETF made up 0.17% of Connecticut Wealth Management's portfolio in Q2 2026, its #64 holding.
Connecticut Wealth Management first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.