Diversify Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Diversify Wealth Management’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	$2.39M	Buy	10,188 +882	+9%	+$203K	0.04%	350
2026 Q1	$2.01M	Buy	9,306 +2,935	+46%	+$567K	0.04%	376
2025 Q4	$1.29M	Buy	+6,371	New	+$1.27M	0.06%	278

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

Diversify Wealth Management's IYW Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares US Technology ETF (IYW) stake by 9.5% in Q2 2026, buying an estimated $203K and bringing the position to 10,188 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #350.

Diversify Wealth Management first reported a position in IYW in Q4 2025 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Diversify Wealth Management held 10,188 shares of iShares US Technology ETF worth $2.39M as of Q2 2026.
Diversify Wealth Management bought 882 iShares US Technology ETF shares in Q2 2026, an estimated $203K.
iShares US Technology ETF made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #350 holding.
Diversify Wealth Management first reported a position in iShares US Technology ETF in Q4 2025 and has held it in 3 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.