DT Investment Partners’s iShares US Technology ETF IYW Stock Holding History

DT Investment Partners’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	$5.72M	Hold	22,678	–	–	0.43%	41
2026 Q1	$4.11M	Hold	22,678	–	–	0.34%	46
2025 Q4	$4.53M	Hold	22,678	–	–	0.37%	40
2025 Q3	$4.44M	Hold	22,678	–	–	0.38%	39
2025 Q2	$3.93M	Hold	22,678	–	–	0.35%	42
2025 Q1	$3.18M	Sell	22,678 -1,202	-5%	-$187K	0.31%	49
2024 Q4	$3.81M	Hold	23,880	–	–	0.32%	46
2024 Q3	$3.62M	Hold	23,880	–	–	0.29%	51
2024 Q2	$3.59M	Hold	23,880	–	–	0.32%	49
2024 Q1	$3.23M	Sell	23,880 -1,920	-7%	-$250K	0.33%	46
2023 Q4	$3.35M	Hold	25,800	–	–	0.36%	43
2023 Q3	$2.71M	Hold	25,800	–	–	0.33%	43
2023 Q2	$2.93M	Hold	25,800	–	–	0.33%	43
2023 Q1	$2.4M	Hold	25,800	–	–	0.29%	45
2022 Q4	$1.92M	Hold	25,800	–	–	0.25%	49
2022 Q3	$1.89M	Hold	25,800	–	–	0.31%	45
2022 Q2	$2.06M	Hold	25,800	–	–	0.31%	43
2022 Q1	$2.66M	Buy	25,800 +4,000	+18%	+$408K	0.34%	43
2021 Q4	$2.5M	Sell	21,800 -4,000	-16%	-$444K	0.33%	43
2021 Q3	$2.61M	Hold	25,800	–	–	0.35%	44
2021 Q2	$2.56M	Hold	25,800	–	–	0.35%	42
2021 Q1	$2.26M	Hold	25,800	–	–	0.33%	45
2020 Q4	$2.19M	Hold	25,800	–	–	0.35%	41
2020 Q3	$1.94M	Hold	25,800	–	–	0.28%	43
2020 Q2	$1.74M	Hold	25,800	–	–	0.22%	45
2020 Q1	$1.32M	Hold	25,800	–	–	0.21%	45
2019 Q4	$1.5M	Buy	+25,800	New	+$1.4M	0.14%	81

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 22.96% 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

DT Investment Partners's IYW Position: Q2 2026 in Review

DT Investment Partners held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 22,678 shares worth $5.72M. The position accounts for 0.43% of the portfolio, ranked #41.

DT Investment Partners first reported a position in IYW in Q4 2019 and has held it in 27 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

DT Investment Partners held 22,678 shares of iShares US Technology ETF worth $5.72M as of Q2 2026.
DT Investment Partners left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.43% of DT Investment Partners's portfolio in Q2 2026, its #41 holding.
DT Investment Partners first reported a position in iShares US Technology ETF in Q4 2019 and has held it in 27 quarters since.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.