Dock Street Asset Management’s iShares US Technology ETF IYW Stock Holding History

Dock Street Asset 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	$202K	Buy	+800	New	+$184K	0.02%	60

Other funds holding IYW

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Dock Street Asset Management's IYW Position: Q2 2026 in Review

Dock Street Asset Management opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 800 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #60 among its holdings.

599 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Dock Street Asset Management held 800 shares of iShares US Technology ETF worth $202K as of Q2 2026.
iShares US Technology ETF was a new Dock Street Asset Management position in Q2 2026.
iShares US Technology ETF made up 0.02% of Dock Street Asset Management's portfolio in Q2 2026, its #60 holding.
599 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Dock Street Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.