Cyndeo Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Cyndeo Wealth Partners’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	$1.66M	Sell	6,565 -1,833	-22%	-$421K	0.08%	213
2026 Q1	$1.52M	Sell	8,398 -3,675	-30%	-$710K	0.08%	195
2025 Q4	$2.41M	Buy	12,073 +1,575	+15%	+$315K	0.13%	152
2025 Q3	$2.06M	Sell	10,498 -42	-0.4%	-$7.68K	0.11%	165
2025 Q2	$1.83M	Sell	10,540 -1,879	-15%	-$285K	0.11%	172
2025 Q1	$1.74M	Sell	12,419 -92	-0.7%	-$14.3K	0.11%	175
2024 Q4	$2M	Sell	12,511 -209	-2%	-$33.1K	0.13%	161
2024 Q3	$1.93M	Sell	12,720 -159	-1%	-$23.4K	0.13%	169
2024 Q2	$1.94M	Buy	12,879 +3,119	+32%	+$431K	0.15%	162
2024 Q1	$1.32M	Buy	9,760 +3,144	+48%	+$409K	0.11%	183
2023 Q4	$812K	Buy	+6,616	New	+$749K	0.08%	202

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

Cyndeo Wealth Partners's IYW Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its iShares US Technology ETF (IYW) stake by 22% in Q2 2026, selling an estimated $421K and leaving 6,565 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #213.

Cyndeo Wealth Partners first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.41M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Cyndeo Wealth Partners held 6,565 shares of iShares US Technology ETF worth $1.66M as of Q2 2026.
Cyndeo Wealth Partners sold 1,833 iShares US Technology ETF shares in Q2 2026, an estimated $421K.
iShares US Technology ETF made up 0.08% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #213 holding.
Cyndeo Wealth Partners first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Cyndeo Wealth Partners's iShares US Technology ETF position peaked at $2.41M in Q4 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.