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

Destiny 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	–	Sell	-174	Closed	-$31.6K	–	647
2026 Q1	$31.6K	Buy	+174	New	+$33.6K	﹤0.01%	535
2023 Q1	–	Sell	-108	Closed	-$8.04K	–	413
2022 Q4	$8.04K	Buy	+108	New	+$8.26K	﹤0.01%	508
2022 Q2	–	Sell	-2,632	Closed	-$271K	–	628
2022 Q1	$271K	Hold	2,632	–	–	0.05%	140
2021 Q4	$302K	Hold	2,632	–	–	0.06%	142
2021 Q3	$267K	Sell	2,632 -3,390	-56%	-$354K	0.05%	146
2021 Q2	$599K	Buy	6,022 +1,054	+21%	+$98.3K	0.11%	112
2021 Q1	$436K	Hold	4,968	–	–	0.09%	112
2020 Q4	$423K	Buy	+4,968	New	+$397K	0.09%	114

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

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

Destiny Wealth Partners sold out of iShares US Technology ETF (IYW) in Q2 2026, closing a stake of 174 shares — an estimated $31.6K sold.

Destiny Wealth Partners first reported a position in IYW in Q4 2020 and held it in 8 quarters. The position peaked at $599K in Q2 2021. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares US Technology ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 174 iShares US Technology ETF shares in Q2 2026, an estimated $31.6K.
Destiny Wealth Partners first reported a position in iShares US Technology ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's iShares US Technology ETF position peaked at $599K in Q2 2021.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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