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Cypress Wealth Services’s iShares US Technology ETF IYW Stock Holding History

Cypress Wealth Services’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 		$4.64M Sell
18,410
-50
-0.3% -$11.5K 0.57% 44
2026
Q1 		$3.35M Sell
18,460
-1,388
-7% -$268K 0.47% 49
2025
Q4 		$3.96M Sell
19,848
-2,048
-9% -$410K 0.55% 41
2025
Q3 		$4.29M Sell
21,896
-26,282
-55% -$4.81M 0.7% 35
2025
Q2 		$8.35M Sell
48,178
-4,329
-8% -$656K 1.49% 14
2025
Q1 		$7.37M Buy
52,507
+223
+0.4% +$34.7K 1.5% 14
2024
Q4 		$8.34M Sell
52,284
-931
-2% -$147K 1.67% 12
2024
Q3 		$8.07M Sell
53,215
-853
-2% -$125K 1.67% 13
2024
Q2 		$8.14M Buy
54,068
+1,576
+3% +$218K 1.81% 11
2024
Q1 		$7.09M Buy
52,492
+5,247
+11% +$683K 1.65% 13
2023
Q4 		$5.8M Buy
47,245
+13,912
+42% +$1.58M 1.45% 14
2023
Q3 		$3.5M Sell
33,333
-25,145
-43% -$2.73M 0.97% 22
2023
Q2 		$6.58M Buy
58,478
+10,105
+21% +$992K 1.73% 11
2023
Q1 		$4.49M Buy
48,373
+26,735
+124% +$2.24M 1.31% 19
2022
Q4 		$1.61M Buy
21,638
+18,812
+666% +$1.44M 0.52% 47
2022
Q3 		$211K Buy
+2,826
New +$240K 0.07% 206

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

Cypress Wealth Services's IYW Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares US Technology ETF (IYW) stake by 0.27% in Q2 2026, selling an estimated $11.5K and leaving 18,410 shares worth $4.64M. The position accounts for 0.57% of the portfolio, ranked #44.

Cypress Wealth Services first reported a position in IYW in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.35M in Q2 2025. 1,300 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Cypress Wealth Services held 18,410 shares of iShares US Technology ETF worth $4.64M as of Q2 2026.
  • Cypress Wealth Services sold 50 iShares US Technology ETF shares in Q2 2026, an estimated $11.5K.
  • iShares US Technology ETF made up 0.57% of Cypress Wealth Services's portfolio in Q2 2026, its #44 holding.
  • Cypress Wealth Services first reported a position in iShares US Technology ETF in Q3 2022 and has held it in 16 quarters since.
  • Cypress Wealth Services's iShares US Technology ETF position peaked at $8.35M in Q2 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.