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

Family 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	$974K	Hold	3,860	–	–	0.1%	129
2026 Q1	$700K	Hold	3,860	–	–	0.08%	128
2025 Q4	$771K	Hold	3,860	–	–	0.1%	109
2025 Q3	$756K	Hold	3,860	–	–	0.1%	103
2025 Q2	$669K	Hold	3,860	–	–	0.1%	109
2025 Q1	$542K	Hold	3,860	–	–	0.09%	113
2024 Q4	$616K	Hold	3,860	–	–	0.1%	104
2024 Q3	$585K	Hold	3,860	–	–	0.1%	107
2024 Q2	$581K	Hold	3,860	–	–	0.1%	93
2024 Q1	$521K	Hold	3,860	–	–	0.1%	99
2023 Q4	$474K	Hold	3,860	–	–	0.1%	91
2023 Q3	$405K	Hold	3,860	–	–	0.09%	86
2023 Q2	$420K	Hold	3,860	–	–	0.09%	86
2023 Q1	$358K	Buy	3,860 +400	+12%	+$33.6K	0.08%	86
2022 Q4	$258K	Hold	3,460	–	–	0.06%	121
2022 Q3	$254K	Hold	3,460	–	–	0.07%	116
2022 Q2	$277K	Hold	3,460	–	–	0.07%	119
2022 Q1	$357K	Buy	3,460 +920	+36%	+$93.9K	0.1%	114
2021 Q4	$292K	Hold	2,540	–	–	0.08%	137
2021 Q3	$257K	Hold	2,540	–	–	0.07%	140
2021 Q2	$252K	Hold	2,540	–	–	0.07%	151
2021 Q1	$223K	Hold	2,540	–	–	0.07%	137
2020 Q4	$216K	Hold	2,540	–	–	0.07%	144
2020 Q3	$191K	Hold	2,540	–	–	0.08%	111
2020 Q2	$171K	Hold	2,540	–	–	0.07%	138
2020 Q1	$130K	Hold	2,540	–	–	0.06%	137
2019 Q4	$148K	Hold	2,540	–	–	0.05%	157
2019 Q3	$130K	Hold	2,540	–	–	0.05%	143
2019 Q2	$126K	Buy	+2,540	New	+$124K	0.05%	140

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

Family Management's IYW Position: Q2 2026 in Review

Family Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 3,860 shares worth $974K. The position accounts for 0.1% of the portfolio, ranked #129.

Family Management first reported a position in IYW in Q2 2019 and has held it in 29 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Family Management held 3,860 shares of iShares US Technology ETF worth $974K as of Q2 2026.
Family Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.1% of Family Management's portfolio in Q2 2026, its #129 holding.
Family Management first reported a position in iShares US Technology ETF in Q2 2019 and has held it in 29 quarters since.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.