Dale Q Rice Investment Management’s iShares US Technology ETF IYW Stock Holding History

Dale Q Rice Investment 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	$2.81M	Sell	11,143 -52	-0.5%	-$11.9K	1.52%	12
2026 Q1	$2.03M	Sell	11,195 -4	-0%	-$773	1.54%	12
2025 Q4	$2.24M	Sell	11,199 -26	-0.2%	-$5.2K	1.6%	11
2025 Q3	$2.25M	Buy	11,225 +36	+0.3%	+$6.59K	1.59%	11
2025 Q2	$1.98M	Sell	11,189 -11,191	-50%	-$1.7M	1.64%	14
2025 Q1	$3.14M	Hold	22,380	–	–	1.62%	13
2024 Q4	$3.57M	Buy	+22,380	New	+$3.54M	1.57%	13

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

Dale Q Rice Investment Management's IYW Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its iShares US Technology ETF (IYW) stake by 0.46% in Q2 2026, selling an estimated $11.9K and leaving 11,143 shares worth $2.81M. The position accounts for 1.52% of the portfolio, ranked #12.

Dale Q Rice Investment Management first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.57M in Q4 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Dale Q Rice Investment Management held 11,143 shares of iShares US Technology ETF worth $2.81M as of Q2 2026.
Dale Q Rice Investment Management sold 52 iShares US Technology ETF shares in Q2 2026, an estimated $11.9K.
iShares US Technology ETF made up 1.52% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #12 holding.
Dale Q Rice Investment Management first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's iShares US Technology ETF position peaked at $3.57M in Q4 2024.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.