Envestnet Portfolio Solutions’s iShares US Technology ETF IYW Stock Holding History

Envestnet Portfolio Solutions’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	$7.28M	Sell	28,858 -604	-2%	-$139K	0.03%	263
2026 Q1	$5.34M	Sell	29,462 -53,369	-64%	-$10.3M	0.03%	279
2025 Q4	$16.5M	Buy	82,831 +9,276	+13%	+$1.86M	0.06%	167
2025 Q3	$14.4M	Sell	73,555 -700,209	-90%	-$128M	0.05%	185
2025 Q2	$134M	Sell	773,764 -154,647	-17%	-$23.4M	0.49%	42
2025 Q1	$130M	Sell	928,411 -326,567	-26%	-$50.9M	0.5%	39
2024 Q4	$200M	Sell	1,254,978 -19,133	-2%	-$3.03M	0.65%	32
2024 Q3	$193M	Sell	1,274,111 -116,064	-8%	-$17.1M	0.63%	31
2024 Q2	$209M	Buy	1,390,175 +30,147	+2%	+$4.17M	0.73%	28
2024 Q1	$184M	Buy	1,360,028 +102,269	+8%	+$13.3M	0.69%	30
2023 Q4	$154M	Buy	1,257,759 +393,079	+45%	+$44.5M	0.64%	37
2023 Q3	$90.7M	Buy	+864,680	New	+$94M	0.43%	44

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

Envestnet Portfolio Solutions's IYW Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares US Technology ETF (IYW) stake by 2.1% in Q2 2026, selling an estimated $139K and leaving 28,858 shares worth $7.28M. The position accounts for 0.03% of the portfolio, ranked #263.

Envestnet Portfolio Solutions first reported a position in IYW in Q3 2023 and has held it in 12 quarters since. The position peaked at $209M in Q2 2024. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Envestnet Portfolio Solutions held 28,858 shares of iShares US Technology ETF worth $7.28M as of Q2 2026.
Envestnet Portfolio Solutions sold 604 iShares US Technology ETF shares in Q2 2026, an estimated $139K.
iShares US Technology ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #263 holding.
Envestnet Portfolio Solutions first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares US Technology ETF position peaked at $209M in Q2 2024.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.