DHJJ Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

DHJJ Financial Advisors’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	$1.01K	Hold	4	–	–	﹤0.01%	827
2026 Q1	$726	Hold	4	–	–	﹤0.01%	855
2025 Q4	$799	Hold	4	–	–	﹤0.01%	804
2025 Q3	$784	Hold	4	–	–	﹤0.01%	782
2025 Q2	$694	Hold	4	–	–	﹤0.01%	771
2025 Q1	$562	Hold	4	–	–	﹤0.01%	741
2024 Q4	$639	Hold	4	–	–	﹤0.01%	692
2024 Q3	$607	Hold	4	–	–	﹤0.01%	685
2024 Q2	$602	Hold	4	–	–	﹤0.01%	636
2024 Q1	$541	Hold	4	–	–	﹤0.01%	633
2023 Q4	$491	Hold	4	–	–	﹤0.01%	627
2023 Q3	$420	Buy	+4	New	+$435	﹤0.01%	637

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 22.9% 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

DHJJ Financial Advisors's IYW Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 4 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

DHJJ Financial Advisors first reported a position in IYW in Q3 2023 and has held it in 12 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

DHJJ Financial Advisors held 4 shares of iShares US Technology ETF worth $1.01K as of Q2 2026.
DHJJ Financial Advisors left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #827 holding.
DHJJ Financial Advisors first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 12 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.