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

Dynasty 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	$75.9M	Sell	300,880 -51,876	-15%	-$11.9M	0.56%	41
2026 Q1	$64M	Sell	352,756 -633,384	-64%	-$122M	0.56%	42
2025 Q4	$197M	Sell	986,140 -128,494	-12%	-$25.7M	1.93%	17
2025 Q3	$218M	Buy	1,114,634 +64,136	+6%	+$11.7M	2.91%	14
2025 Q2	$182M	Sell	1,050,498 -257,503	-20%	-$39M	3.1%	13
2025 Q1	$184M	Sell	1,308,001 -96,038	-7%	-$15M	3.06%	14
2024 Q4	$224M	Buy	1,404,039 +497,043	+55%	+$78.6M	3.86%	9
2024 Q3	$137M	Buy	906,996 +265,966	+41%	+$39.1M	4.13%	9
2024 Q2	$96.5M	Sell	641,030 -241,714	-27%	-$33.4M	2.84%	11
2024 Q1	$119M	Buy	+882,744	New	+$115M	3.8%	10

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

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

Dynasty Wealth Management reduced its iShares US Technology ETF (IYW) stake by 15% in Q2 2026, selling an estimated $11.9M and leaving 300,880 shares worth $75.9M. The position accounts for 0.56% of the portfolio, ranked #41.

Dynasty Wealth Management first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. The position peaked at $224M in Q4 2024. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Dynasty Wealth Management held 300,880 shares of iShares US Technology ETF worth $75.9M as of Q2 2026.
Dynasty Wealth Management sold 51,876 iShares US Technology ETF shares in Q2 2026, an estimated $11.9M.
iShares US Technology ETF made up 0.56% of Dynasty Wealth Management's portfolio in Q2 2026, its #41 holding.
Dynasty Wealth Management first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
Dynasty Wealth Management's iShares US Technology ETF position peaked at $224M in Q4 2024.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.