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D.L. Carlson Investment Group’s iShares US Technology ETF IYW Stock Holding History

D.L. Carlson Investment Group’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 		$527K Sell
2,088
-27
-1% -$6.2K 0.08% 101
2026
Q1 		$384K Sell
2,115
-163
-7% -$31.5K 0.07% 113
2025
Q4 		$455K Sell
2,278
-322
-12% -$64.4K 0.08% 111
2025
Q3 		$509K Sell
2,600
-163
-6% -$29.8K 0.09% 110
2025
Q2 		$479K Sell
2,763
-107
-4% -$16.2K 0.09% 106
2025
Q1 		$403K Sell
2,870
-153
-5% -$23.8K 0.08% 119
2024
Q4 		$482K Sell
3,023
-43
-1% -$6.8K 0.09% 113
2024
Q3 		$465K Sell
3,066
-785
-20% -$115K 0.08% 118
2024
Q2 		$580K Buy
3,851
+6
+0.2% +$829 0.11% 108
2024
Q1 		$519K Sell
3,845
-134
-3% -$17.4K 0.1% 112
2023
Q4 		$527K Sell
3,979
-704
-15% -$79.7K 0.11% 110
2023
Q3 		$491K Sell
4,683
-395
-8% -$43K 0.1% 104
2023
Q2 		$553K Sell
5,078
-165
-3% -$16.2K 0.11% 104
2023
Q1 		$487K Sell
5,243
-999
-16% -$83.8K 0.11% 99
2022
Q4 		$465K Sell
6,242
-422
-6% -$32.3K 0.1% 100
2022
Q3 		$489K Sell
6,664
-702
-10% -$59.5K 0.11% 98
2022
Q2 		$589K Sell
7,366
-695
-9% -$61.5K 0.12% 96
2022
Q1 		$831K Sell
8,061
-247
-3% -$25.2K 0.14% 94
2021
Q4 		$954K Sell
8,308
-207
-2% -$23K 0.15% 90
2021
Q3 		$862K Sell
8,515
-5
-0.1% -$522 0.15% 93
2021
Q2 		$847K Sell
8,520
-60
-0.7% -$5.6K 0.15% 95
2021
Q1 		$752K Sell
8,580
-240
-3% -$21K 0.14% 99
2020
Q4 		$750K Sell
8,820
-40
-0.5% -$3.2K 0.14% 95
2020
Q3 		$667K Sell
8,860
-200
-2% -$14.6K 0.14% 92
2020
Q2 		$611K Buy
9,060
+240
+3% +$14.5K 0.18% 92
2020
Q1 		$451K Sell
8,820
-340
-4% -$19.7K 0.17% 102
2019
Q4 		$533K Sell
9,160
-152
-2% -$8.27K 0.15% 107
2019
Q3 		$475K Sell
9,312
-212
-2% -$10.8K 0.15% 107
2019
Q2 		$471K Sell
9,524
-200
-2% -$9.78K 0.15% 106
2019
Q1 		$463K Hold
9,724
– – 0.14% 111
2018
Q4 		$389K Sell
9,724
-40
-0.4% -$1.73K 0.13% 111
2018
Q3 		$474K Sell
9,764
-900
-8% -$42.5K 0.13% 110
2018
Q2 		$475K Sell
10,664
-300
-3% -$13.3K 0.15% 105
2018
Q1 		$461K Sell
10,964
-320
-3% -$13.8K 0.15% 103
2017
Q4 		$459K Sell
11,284
-708
-6% -$28.4K 0.14% 105
2017
Q3 		$449K Sell
11,992
-960
-7% -$35.2K 0.14% 106
2017
Q2 		$452K Sell
12,952
-860
-6% -$30.2K 0.13% 109
2017
Q1 		$467K Sell
13,812
-500
-3% -$16.2K 0.16% 104
2016
Q4 		$430K Sell
14,312
-1,136
-7% -$33.9K 0.15% 111
2016
Q3 		$460K Sell
15,448
-560
-3% -$16K 0.16% 104
2016
Q2 		$421K Sell
16,008
-1,000
-6% -$26.4K 0.15% 105
2016
Q1 		$461K Sell
17,008
-1,092
-6% -$27.6K 0.17% 101
2015
Q4 		$484K Sell
18,100
-468
-3% -$12.6K 0.18% 104
2015
Q3 		$459K Sell
18,568
-5,960
-24% -$154K 0.19% 96
2015
Q2 		$642K Buy
24,528
+52
+0.2% +$1.4K 0.23% 100
2015
Q1 		$642K Buy
24,476
+440
+2% +$11.6K 0.23% 106
2014
Q4 		$627K Buy
24,036
+2,920
+14% +$74.5K 0.23% 109
2014
Q3 		$532K Buy
21,116
+9,800
+87% +$245K 0.2% 109
2014
Q2 		$274K Sell
11,316
-160
-1% -$3.7K 0.1% 119
2014
Q1 		$261K Buy
11,476
+1,500
+15% +$33.5K 0.1% 119
2013
Q4 		$221K Buy
+9,976
New +$208K 0.08% 116

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

D.L. Carlson Investment Group's IYW Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its iShares US Technology ETF (IYW) stake by 1.3% in Q2 2026, selling an estimated $6.2K and leaving 2,088 shares worth $527K. The position accounts for 0.08% of the portfolio, ranked #101.

D.L. Carlson Investment Group first reported a position in IYW in Q4 2013 and has held it in 51 quarters since. The position peaked at $954K in Q4 2021. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • D.L. Carlson Investment Group held 2,088 shares of iShares US Technology ETF worth $527K as of Q2 2026.
  • D.L. Carlson Investment Group sold 27 iShares US Technology ETF shares in Q2 2026, an estimated $6.2K.
  • iShares US Technology ETF made up 0.08% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #101 holding.
  • D.L. Carlson Investment Group first reported a position in iShares US Technology ETF in Q4 2013 and has held it in 51 quarters since.
  • D.L. Carlson Investment Group's iShares US Technology ETF position peaked at $954K in Q4 2021.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.