Dakota Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Dakota Wealth Management’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	$1.28M	Hold	5,075	–	–	0.02%	391
2026 Q1	$921K	Hold	5,075	–	–	0.02%	414
2025 Q4	$1.01M	Sell	5,075 -364	-7%	-$72.8K	0.02%	405
2025 Q3	$1.07M	Sell	5,439 -2,700	-33%	-$494K	0.02%	339
2025 Q2	$1.41M	Sell	8,139 -36	-0.4%	-$5.46K	0.03%	327
2025 Q1	$1.15M	Hold	8,175	–	–	0.03%	353
2024 Q4	$1.3M	Hold	8,175	–	–	0.03%	319
2024 Q3	$1.24M	Hold	8,175	–	–	0.03%	332
2024 Q2	$1.23M	Hold	8,175	–	–	0.03%	329
2024 Q1	$1.1M	Buy	8,175 +4,481	+121%	+$583K	0.03%	351
2023 Q4	$453K	Buy	3,694 +694	+23%	+$78.6K	0.02%	436
2023 Q3	$315K	Buy	+3,000	New	+$326K	0.01%	479

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

Dakota Wealth Management's IYW Position: Q2 2026 in Review

Dakota Wealth Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 5,075 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #391.

Dakota Wealth Management first reported a position in IYW in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Dakota Wealth Management held 5,075 shares of iShares US Technology ETF worth $1.28M as of Q2 2026.
Dakota Wealth Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #391 holding.
Dakota Wealth Management first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 12 quarters since.
Dakota Wealth Management's iShares US Technology ETF position peaked at $1.41M in Q2 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.