Diversify Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.39M Buy
+10,188
New +$2.34M 0.04% 350
2026
Q1
Sell
-7,420
Closed -$1.48M 562
2025
Q4
$1.48M Sell
7,420
-5,750
-44% -$1.15M 0.05% 274
2025
Q3
$2.75M Buy
13,170
+5,956
+83% +$1.09M 0.09% 170
2025
Q2
$1.34M Sell
7,214
-3,350
-32% -$508K 0.05% 264
2025
Q1
$1.51M Sell
10,564
-2,281
-18% -$355K 0.09% 149
2024
Q4
$2.03M Sell
12,845
-1,996
-13% -$316K 0.11% 129
2024
Q3
$2.32M Sell
14,841
-2,355
-14% -$346K 0.12% 149
2024
Q2
$2.69M Buy
17,196
+1,937
+13% +$268K 0.15% 123
2024
Q1
$2.07M Buy
+15,259
New +$1.99M 0.12% 153

Other funds holding IYW

Diversify Advisory Services's IYW Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 10,188 shares worth $2.39M. The stake represents 0.04% of the portfolio and ranks #350 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IYW as recently as Q4 2025.

Diversify Advisory Services first reported a position in IYW in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.75M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Diversify Advisory Services held 10,188 shares of iShares US Technology ETF worth $2.39M as of Q2 2026.
  • iShares US Technology ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares US Technology ETF made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #350 holding.
  • Diversify Advisory Services first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's iShares US Technology ETF position peaked at $2.75M in Q3 2025.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.