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Dodds Wealth’s iShares US Technology ETF IYW Stock Holding History

Dodds Wealth’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 		$971K Sell
3,851
-88
-2% -$20.2K 0.22% 30
2026
Q1 		$715K Sell
3,939
-25
-0.6% -$4.83K 0.18% 33
2025
Q4 		$792K Sell
3,964
-13
-0.3% -$2.6K 0.19% 32
2025
Q3 		$779K Sell
3,977
-24
-0.6% -$4.39K 0.19% 31
2025
Q2 		$693K Buy
4,001
+1
+0% +$152 0.19% 32
2025
Q1 		$562K Buy
4,000
+2,312
+137% +$360K 0.18% 38
2024
Q4 		$280K Sell
1,688
-82
-5% -$13K 0.09% 48
2024
Q3 		$274K Buy
1,770
+1
+0.1% +$147 0.09% 47
2024
Q2 		$277K Hold
1,769
– – 0.11% 46
2024
Q1 		$239K Sell
1,769
-143
-7% -$18.6K 0.1% 50
2023
Q4 		$235K Buy
+1,912
New +$217K 0.12% 47

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Dodds Wealth's IYW Position: Q2 2026 in Review

Dodds Wealth reduced its iShares US Technology ETF (IYW) stake by 2.2% in Q2 2026, selling an estimated $20.2K and leaving 3,851 shares worth $971K. The position accounts for 0.22% of the portfolio, ranked #30.

Dodds Wealth first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. 1,291 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Dodds Wealth held 3,851 shares of iShares US Technology ETF worth $971K as of Q2 2026.
  • Dodds Wealth sold 88 iShares US Technology ETF shares in Q2 2026, an estimated $20.2K.
  • iShares US Technology ETF made up 0.22% of Dodds Wealth's portfolio in Q2 2026, its #30 holding.
  • Dodds Wealth first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,291 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.