ELCO Management’s iShares US Technology ETF IYW Stock Holding History

ELCO 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	$454K	Hold	1,800	–	–	0.2%	97
2026 Q1	$327K	Buy	+1,800	New	+$348K	0.16%	115
2025 Q4	–	Sell	-2,300	Closed	-$450K	–	163
2025 Q3	$450K	Buy	2,300 +700	+44%	+$128K	0.23%	84
2025 Q2	$277K	Buy	+1,600	New	+$243K	0.15%	119
2025 Q1	–	Sell	-3,410	Closed	-$544K	–	159
2024 Q4	$544K	Buy	3,410 +250	+8%	+$39.6K	0.29%	74
2024 Q3	$479K	Sell	3,160 -300	-9%	-$44.1K	0.26%	86
2024 Q2	$521K	Sell	3,460 -500	-13%	-$69.1K	0.3%	72
2024 Q1	$535K	Buy	3,960 +460	+13%	+$59.9K	0.33%	70
2023 Q4	$430K	Buy	+3,500	New	+$396K	0.28%	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

ELCO Management's IYW Position: Q2 2026 in Review

ELCO Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,800 shares worth $454K. The position accounts for 0.2% of the portfolio, ranked #97.

ELCO Management first reported a position in IYW in Q4 2023 and has held it in 9 quarters since. The position peaked at $544K in Q4 2024. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

ELCO Management held 1,800 shares of iShares US Technology ETF worth $454K as of Q2 2026.
ELCO Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.2% of ELCO Management's portfolio in Q2 2026, its #97 holding.
ELCO Management first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 9 quarters since.
ELCO Management's iShares US Technology ETF position peaked at $544K in Q4 2024.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.