Daymark Wealth Partners’s iShares US Technology ETF IYW Stock Holding History

Daymark Wealth Partners’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	$867K	Buy	3,438 +16	+0.5%	+$3.67K	0.02%	363
2026 Q1	$621K	Sell	3,422 -206	-6%	-$39.8K	0.02%	370
2025 Q4	$724K	Buy	3,628 +1	+0%	+$200	0.02%	327
2025 Q3	$710K	Hold	3,627	–	–	0.02%	321
2025 Q2	$628K	Buy	3,627 +2	+0.1%	+$303	0.02%	316
2025 Q1	$509K	Buy	3,625 +1	+0%	+$156	0.02%	327
2024 Q4	$578K	Buy	3,624 +1	+0%	+$158	0.02%	301
2024 Q3	$549K	Buy	3,623 +1	+0%	+$147	0.02%	321
2024 Q2	$545K	Buy	+3,622	New	+$501K	0.03%	308

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

Daymark Wealth Partners's IYW Position: Q2 2026 in Review

Daymark Wealth Partners increased its iShares US Technology ETF (IYW) stake by 0.47% in Q2 2026, buying an estimated $3.67K and bringing the position to 3,438 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #363.

Daymark Wealth Partners first reported a position in IYW in Q2 2024 and has held it in 9 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Daymark Wealth Partners held 3,438 shares of iShares US Technology ETF worth $867K as of Q2 2026.
Daymark Wealth Partners bought 16 iShares US Technology ETF shares in Q2 2026, an estimated $3.67K.
iShares US Technology ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #363 holding.
Daymark Wealth Partners first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 9 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.