CPR Investments’s iShares US Technology ETF IYW Stock Holding History

CPR Investments’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	$7.8M	Buy	30,918 +5,959	+24%	+$1.37M	6%	4
2026 Q1	$4.53M	Sell	24,959 -32,515	-57%	-$6.28M	3.02%	10
2025 Q4	$11.5M	Sell	57,474 -1,872	-3%	-$374K	7.7%	3
2025 Q3	$11.6M	Sell	59,346 -3,096	-5%	-$566K	8%	3
2025 Q2	$10.8M	Buy	62,442 +46,372	+289%	+$7.03M	8.4%	3
2025 Q1	$2.26M	Buy	16,070 +2,005	+14%	+$312K	2%	14
2024 Q4	$2.24M	Buy	14,065 +4,921	+54%	+$779K	2.02%	13
2024 Q3	$1.39M	Buy	+9,144	New	+$1.34M	1.31%	17

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

CPR Investments's IYW Position: Q2 2026 in Review

CPR Investments increased its iShares US Technology ETF (IYW) stake by 24% in Q2 2026, buying an estimated $1.37M and bringing the position to 30,918 shares worth $7.8M. The position accounts for 6% of the portfolio, ranked #4.

CPR Investments first reported a position in IYW in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.6M in Q3 2025. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

CPR Investments held 30,918 shares of iShares US Technology ETF worth $7.8M as of Q2 2026.
CPR Investments bought 5,959 iShares US Technology ETF shares in Q2 2026, an estimated $1.37M.
iShares US Technology ETF made up 6% of CPR Investments's portfolio in Q2 2026, its #4 holding.
CPR Investments first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 8 quarters since.
CPR Investments's iShares US Technology ETF position peaked at $11.6M in Q3 2025.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.