D.J. St. Germain’s iShares US Technology ETF IYW Stock Holding History

D.J. St. Germain’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	$4.79K	Hold	19	–	–	﹤0.01%	757
2026 Q1	$3.45K	Hold	19	–	–	﹤0.01%	769
2025 Q4	$3.79K	Hold	19	–	–	﹤0.01%	754
2025 Q3	$3.72K	Hold	19	–	–	﹤0.01%	750
2025 Q2	$3.29K	Hold	19	–	–	﹤0.01%	763
2025 Q1	$2.67K	Hold	19	–	–	﹤0.01%	709
2024 Q4	$3.03K	Hold	19	–	–	﹤0.01%	702
2024 Q3	$2.88K	Hold	19	–	–	﹤0.01%	650
2024 Q2	$2.86K	Buy	+19	New	+$2.63K	﹤0.01%	659
2024 Q1	–	Sell	-115	Closed	-$14.1K	–	816
2023 Q4	$14.1K	Hold	115	–	–	﹤0.01%	523
2023 Q3	$12.1K	Hold	115	–	–	﹤0.01%	517
2023 Q2	$12.5K	Buy	+115	New	+$11.3K	﹤0.01%	519

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

D.J. St. Germain's IYW Position: Q2 2026 in Review

D.J. St. Germain held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 19 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

D.J. St. Germain first reported a position in IYW in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.1K in Q4 2023. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

D.J. St. Germain held 19 shares of iShares US Technology ETF worth $4.79K as of Q2 2026.
D.J. St. Germain left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #757 holding.
D.J. St. Germain first reported a position in iShares US Technology ETF in Q2 2023 and has held it in 12 quarters since.
D.J. St. Germain's iShares US Technology ETF position peaked at $14.1K in Q4 2023.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.