Fairvoy Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Fairvoy Private Wealth’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	$317K	Sell	1,257 -125	-9%	-$28.7K	0.06%	168
2026 Q1	$251K	Sell	1,382 -1,003	-42%	-$194K	0.06%	182
2025 Q4	$476K	Sell	2,385 -491	-17%	-$98.2K	0.11%	121
2025 Q3	$563K	Sell	2,876 -38	-1%	-$6.95K	0.13%	118
2025 Q2	$505K	Sell	2,914 -395	-12%	-$59.9K	0.13%	117
2025 Q1	$465K	Sell	3,309 -54	-2%	-$8.41K	0.13%	113
2024 Q4	$536K	Buy	+3,363	New	+$532K	0.14%	106

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

Fairvoy Private Wealth's IYW Position: Q2 2026 in Review

Fairvoy Private Wealth reduced its iShares US Technology ETF (IYW) stake by 9% in Q2 2026, selling an estimated $28.7K and leaving 1,257 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #168.

Fairvoy Private Wealth first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $563K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Fairvoy Private Wealth held 1,257 shares of iShares US Technology ETF worth $317K as of Q2 2026.
Fairvoy Private Wealth sold 125 iShares US Technology ETF shares in Q2 2026, an estimated $28.7K.
iShares US Technology ETF made up 0.06% of Fairvoy Private Wealth's portfolio in Q2 2026, its #168 holding.
Fairvoy Private Wealth first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
Fairvoy Private Wealth's iShares US Technology ETF position peaked at $563K in Q3 2025.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.