CoreCap Advisors’s iShares US Technology ETF IYW Stock Holding History

CoreCap 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	$10.3M	Buy	40,859 +15,877	+64%	+$3.65M	0.3%	61
2026 Q1	$4.53M	Sell	24,982 -17,746	-42%	-$3.43M	0.15%	148
2025 Q4	$8.53M	Sell	42,728 -9,212	-18%	-$1.84M	0.3%	61
2025 Q3	$10.2M	Buy	51,940 +24,022	+86%	+$4.39M	0.37%	46
2025 Q2	$4.84M	Sell	27,918 -3,029	-10%	-$459K	0.19%	94
2025 Q1	$4.35M	Sell	30,947 -3,012	-9%	-$469K	0.19%	102
2024 Q4	$5.42M	Sell	33,959 -18,872	-36%	-$2.99M	0.25%	67
2024 Q3	$8.01M	Buy	+52,831	New	+$7.77M	0.38%	46
2024 Q2	–	Sell	-24,403	Closed	-$3.3M	–	2130
2024 Q1	$3.3M	Buy	24,403 +1,378	+6%	+$179K	0.17%	117
2023 Q4	$2.83M	Buy	23,025 +848	+4%	+$96.1K	0.18%	114
2023 Q3	$2.33M	Sell	22,177 -965	-4%	-$105K	0.17%	121
2023 Q2	$2.52M	Buy	+23,142	New	+$2.27M	0.18%	107
2022 Q4	$1.37M	Sell	18,452 -358	-2%	-$27.4K	0.1%	197
2022 Q3	$1.38M	Sell	18,810 -1,301	-6%	-$110K	0.12%	157
2022 Q2	$1.61M	Buy	20,111 +1,214	+6%	+$107K	0.13%	130
2022 Q1	$1.95M	Sell	18,897 -10,340	-35%	-$1.06M	0.13%	126
2021 Q4	$3.36M	Buy	+29,237	New	+$3.25M	0.22%	81

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

CoreCap Advisors's IYW Position: Q2 2026 in Review

CoreCap Advisors increased its iShares US Technology ETF (IYW) stake by 64% in Q2 2026, buying an estimated $3.65M and bringing the position to 40,859 shares worth $10.3M. The position accounts for 0.3% of the portfolio, ranked #61.

CoreCap Advisors first reported a position in IYW in Q4 2021 and has held it in 17 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

CoreCap Advisors held 40,859 shares of iShares US Technology ETF worth $10.3M as of Q2 2026.
CoreCap Advisors bought 15,877 iShares US Technology ETF shares in Q2 2026, an estimated $3.65M.
iShares US Technology ETF made up 0.3% of CoreCap Advisors's portfolio in Q2 2026, its #61 holding.
CoreCap Advisors first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 17 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.