DDD Partners’s iShares US Technology ETF IYW Stock Holding History

DDD 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	$332K	Buy	+1,316	New	+$302K	0.02%	137
2022 Q3	–	Sell	-6,981	Closed	-$558K	–	90
2022 Q2	$558K	Buy	6,981 +316	+5%	+$28K	0.1%	49
2022 Q1	$687K	Buy	6,665 +375	+6%	+$38.3K	0.09%	47
2021 Q4	$722K	Buy	6,290 +188	+3%	+$20.9K	0.1%	52
2021 Q3	$618K	Buy	+6,102	New	+$637K	0.09%	49

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

DDD Partners's IYW Position: Q2 2026 in Review

DDD Partners opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,316 shares worth $332K. The stake represents 0.02% of the portfolio and ranks #137 among its holdings. This is a return to the name: DDD Partners previously reported a position in IYW as recently as Q2 2022.

DDD Partners first reported a position in IYW in Q3 2021 and has held it in 5 quarters since. The position peaked at $722K in Q4 2021. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

DDD Partners held 1,316 shares of iShares US Technology ETF worth $332K as of Q2 2026.
iShares US Technology ETF was a new DDD Partners position in Q2 2026.
iShares US Technology ETF made up 0.02% of DDD Partners's portfolio in Q2 2026, its #137 holding.
DDD Partners first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 5 quarters since.
DDD Partners's iShares US Technology ETF position peaked at $722K in Q4 2021.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.