Dunhill Financial’s iShares US Technology ETF IYW Stock Holding History

Dunhill Financial’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	$72.3K	Sell	286 -100	-26%	-$23K	0.01%	272
2026 Q1	$70.1K	Hold	386	–	–	0.02%	257
2025 Q4	$77.2K	Hold	386	–	–	0.02%	218
2025 Q3	$75.7K	Hold	386	–	–	0.02%	212
2025 Q2	$66.9K	Hold	386	–	–	0.02%	209
2025 Q1	$54.2K	Hold	386	–	–	0.02%	184
2024 Q4	$61.6K	Buy	386 +250	+184%	+$39.6K	0.03%	169
2024 Q3	$20.6K	Hold	136	–	–	0.01%	272
2024 Q2	$20.5K	Buy	136 +95	+232%	+$13.1K	0.01%	207
2024 Q1	$5.52K	Hold	41	–	–	﹤0.01%	309
2023 Q4	$5.01K	Buy	+41	New	+$4.64K	﹤0.01%	290

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

Dunhill Financial's IYW Position: Q2 2026 in Review

Dunhill Financial reduced its iShares US Technology ETF (IYW) stake by 26% in Q2 2026, selling an estimated $23K and leaving 286 shares worth $72.3K. The position accounts for 0.01% of the portfolio, ranked #272.

Dunhill Financial first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $77.2K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Dunhill Financial held 286 shares of iShares US Technology ETF worth $72.3K as of Q2 2026.
Dunhill Financial sold 100 iShares US Technology ETF shares in Q2 2026, an estimated $23K.
iShares US Technology ETF made up 0.01% of Dunhill Financial's portfolio in Q2 2026, its #272 holding.
Dunhill Financial first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
Dunhill Financial's iShares US Technology ETF position peaked at $77.2K in Q4 2025.
1,299 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.