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Eagle Strategies’s iShares US Technology ETF IYW Stock Holding History

Eagle Strategies’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 		$6.13M Sell
24,302
-1,931
-7% -$444K 0.61% 42
2026
Q1 		$4.76M Buy
26,233
+12,730
+94% +$2.46M 0.57% 47
2025
Q4 		$2.7M Buy
13,503
+36
+0.3% +$7.2K 0.34% 67
2025
Q3 		$2.64M Sell
13,467
-1,471
-10% -$269K 0.35% 63
2025
Q2 		$2.59M Buy
14,938
+807
+6% +$122K 0.39% 57
2025
Q1 		$1.98M Buy
14,131
+840
+6% +$131K 0.35% 58
2024
Q4 		$2.12M Buy
13,291
+1,650
+14% +$261K 0.37% 59
2024
Q3 		$1.77M Buy
11,641
+6,798
+140% +$1,000K 0.32% 66
2024
Q2 		$729K Sell
4,843
-544
-10% -$75.2K 0.14% 110
2024
Q1 		$728K Buy
5,387
+544
+11% +$70.8K 0.16% 134
2023
Q4 		$595K Hold
4,843
– – 0.13% 112
2023
Q3 		$508K Hold
4,843
– – 0.13% 115
2023
Q2 		$527K Hold
4,843
– – 0.13% 112
2023
Q1 		$450K Hold
4,843
– – 0.11% 119
2022
Q4 		$361K Buy
+4,843
New +$370K 0.11% 121
2022
Q3 		– Sell
-4,918
Closed -$393K – 127
2022
Q2 		$393K Sell
4,918
-49
-1% -$4.34K 0.14% 103
2022
Q1 		$512K Hold
4,967
– – 0.2% 85
2021
Q4 		$570K Buy
+4,967
New +$551K 0.22% 81

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
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
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Eagle Strategies's IYW Position: Q2 2026 in Review

Eagle Strategies reduced its iShares US Technology ETF (IYW) stake by 7.4% in Q2 2026, selling an estimated $444K and leaving 24,302 shares worth $6.13M. The position accounts for 0.61% of the portfolio, ranked #42.

Eagle Strategies first reported a position in IYW in Q4 2021 and has held it in 18 quarters since. 678 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Eagle Strategies held 24,302 shares of iShares US Technology ETF worth $6.13M as of Q2 2026.
  • Eagle Strategies sold 1,931 iShares US Technology ETF shares in Q2 2026, an estimated $444K.
  • iShares US Technology ETF made up 0.61% of Eagle Strategies's portfolio in Q2 2026, its #42 holding.
  • Eagle Strategies first reported a position in iShares US Technology ETF in Q4 2021 and has held it in 18 quarters since.
  • 678 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.