Empirical Asset Management’s iShares US Technology ETF IYW Stock Holding History

Empirical Asset 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	$8.18M	Sell	32,446 -2,918	-8%	-$670K	1.84%	5
2026 Q1	$6.42M	Sell	35,364 -289	-0.8%	-$55.8K	1.69%	7
2025 Q4	$7.12M	Sell	35,653 -690	-2%	-$138K	2.01%	5
2025 Q3	$7.12M	Sell	36,343 -811	-2%	-$148K	1.98%	5
2025 Q2	$6.44M	Sell	37,154 -155	-0.4%	-$23.5K	1.99%	5
2025 Q1	$5.24M	Buy	37,309 +666	+2%	+$104K	1.79%	6
2024 Q4	$5.85M	Sell	36,643 -247	-0.7%	-$39.1K	1.94%	4
2024 Q3	$5.59M	Sell	36,890 -189	-0.5%	-$27.8K	1.99%	4
2024 Q2	$5.58M	Buy	37,079 +3,934	+12%	+$544K	2.1%	4
2024 Q1	$4.48M	Buy	+33,145	New	+$4.31M	2.16%	4
2023 Q1	–	Sell	-36,100	Closed	-$2.69K	–	176
2022 Q4	$2.69K	Buy	+36,100	New	+$2.76M	﹤0.01%	155

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

Empirical Asset Management's IYW Position: Q2 2026 in Review

Empirical Asset Management reduced its iShares US Technology ETF (IYW) stake by 8.3% in Q2 2026, selling an estimated $670K and leaving 32,446 shares worth $8.18M. The position accounts for 1.84% of the portfolio, ranked #5.

Empirical Asset Management first reported a position in IYW in Q4 2022 and has held it in 11 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Empirical Asset Management held 32,446 shares of iShares US Technology ETF worth $8.18M as of Q2 2026.
Empirical Asset Management sold 2,918 iShares US Technology ETF shares in Q2 2026, an estimated $670K.
iShares US Technology ETF made up 1.84% of Empirical Asset Management's portfolio in Q2 2026, its #5 holding.
Empirical Asset Management first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 11 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.