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Cooper Financial Group’s iShares US Technology ETF IYW Stock Holding History

Cooper Financial Group’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 		$1.09M Buy
4,320
+1
+0% +$230 0.09% 161
2026
Q1 		$784K Sell
4,319
-1,840
-30% -$356K 0.08% 194
2025
Q4 		$1.23M Sell
6,159
-568
-8% -$114K 0.13% 122
2025
Q3 		$1.32M Sell
6,727
-86
-1% -$15.7K 0.15% 111
2025
Q2 		$1.18M Sell
6,813
-2,693
-28% -$408K 0.14% 124
2025
Q1 		$1.34M Buy
9,506
+1,354
+17% +$211K 0.18% 109
2024
Q4 		$1.3M Buy
8,152
+673
+9% +$106K 0.16% 109
2024
Q3 		$1.13M Buy
7,479
+214
+3% +$31.5K 0.15% 121
2024
Q2 		$1.09M Buy
7,265
+9
+0.1% +$1.24K 0.16% 113
2024
Q1 		$980K Sell
7,256
-280
-4% -$36.4K 0.16% 122
2023
Q4 		$925K Sell
7,536
-1,385
-16% -$157K 0.17% 118
2023
Q3 		$936K Sell
8,921
-3,426
-28% -$373K 0.23% 110
2023
Q2 		$1.34M Buy
12,347
+682
+6% +$67K 0.33% 71
2023
Q1 		$1.08M Buy
11,665
+302
+3% +$25.3K 0.29% 84
2022
Q4 		$846K Buy
+11,363
New +$869K 0.26% 93
2022
Q1 		– Sell
-1,955
Closed -$224K – 263
2021
Q4 		$224K Sell
1,955
-84,021
-98% -$9.33M 0.08% 210
2021
Q3 		$8.71M Buy
+85,976
New +$8.97M 1.81% 16

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

Cooper Financial Group's IYW Position: Q2 2026 in Review

Cooper Financial Group increased its iShares US Technology ETF (IYW) stake by 0.02% in Q2 2026, buying an estimated $230 and bringing the position to 4,320 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #161.

Cooper Financial Group first reported a position in IYW in Q3 2021 and has held it in 17 quarters since. The position peaked at $8.71M in Q3 2021. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Cooper Financial Group held 4,320 shares of iShares US Technology ETF worth $1.09M as of Q2 2026.
  • Cooper Financial Group bought 1 iShares US Technology ETF share in Q2 2026, an estimated $230.
  • iShares US Technology ETF made up 0.09% of Cooper Financial Group's portfolio in Q2 2026, its #161 holding.
  • Cooper Financial Group first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 17 quarters since.
  • Cooper Financial Group's iShares US Technology ETF position peaked at $8.71M in Q3 2021.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.