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

Crewe 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	$120K	Hold	474	–	–	0.01%	308
2026 Q1	$86K	Hold	474	–	–	0.01%	317
2025 Q4	$94.6K	Sell	474 -39	-8%	-$7.8K	0.01%	290
2025 Q3	$100K	Sell	513 -9	-2%	-$1.65K	0.01%	295
2025 Q2	$90.4K	Buy	+522	New	+$79.1K	0.01%	232
2024 Q4	–	Sell	-23	Closed	-$3.49K	–	729
2024 Q3	$3.49K	Hold	23	–	–	﹤0.01%	602
2024 Q2	$3.46K	Buy	23 +7	+44%	+$967	﹤0.01%	846
2024 Q1	$2.16K	Buy	+16	New	+$2.08K	﹤0.01%	847
2023 Q2	–	Sell	-19	Closed	-$1.76K	–	953
2023 Q1	$1.76K	Hold	19	–	–	﹤0.01%	729
2022 Q4	$1.42K	Hold	19	–	–	﹤0.01%	888
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	1159
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	980
2022 Q1	$2K	Buy	+19	New	+$1.94K	﹤0.01%	435
2019 Q1	–	Sell	-6,544	Closed	-$262K	–	261
2018 Q4	$262K	Hold	6,544	–	–	0.08%	50
2018 Q3	$317K	Sell	6,544 -196	-3%	-$9.27K	0.27%	45
2018 Q2	$300K	Hold	6,740	–	–	0.28%	45
2018 Q1	$283K	Sell	6,740 -504	-7%	-$21.7K	0.28%	42
2017 Q4	$295K	Buy	+7,244	New	+$290K	0.29%	39

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

Crewe Advisors's IYW Position: Q2 2026 in Review

Crewe Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 474 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #308.

Crewe Advisors first reported a position in IYW in Q4 2017 and has held it in 18 quarters since. The position peaked at $317K in Q3 2018. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Crewe Advisors held 474 shares of iShares US Technology ETF worth $120K as of Q2 2026.
Crewe Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #308 holding.
Crewe Advisors first reported a position in iShares US Technology ETF in Q4 2017 and has held it in 18 quarters since.
Crewe Advisors's iShares US Technology ETF position peaked at $317K in Q3 2018.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.