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Farther Finance Advisors’s iShares US Technology ETF IYW Stock Holding History

Farther Finance Advisors’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 		$15.5M Sell
61,699
-4,692
-7% -$1.08M 0.12% 145
2026
Q1 		$12.2M Buy
66,391
+6,385
+11% +$1.23M 0.12% 157
2025
Q4 		$12M Buy
60,006
+2,674
+5% +$535K 0.13% 144
2025
Q3 		$11.2M Sell
57,332
-15,952
-22% -$2.92M 0.17% 106
2025
Q2 		$12.7M Sell
73,284
-29,935
-29% -$4.54M 0.25% 77
2025
Q1 		$14.6M Buy
103,219
+5,913
+6% +$921K 0.37% 49
2024
Q4 		$15.5M Sell
97,306
-4,641
-5% -$734K 0.56% 32
2024
Q3 		$15.5M Buy
101,947
+5,246
+5% +$771K 0.58% 28
2024
Q2 		$14.7M Buy
96,701
+21,466
+29% +$2.97M 0.71% 21
2024
Q1 		$10.2M Buy
75,235
+17,151
+30% +$2.23M 0.62% 27
2023
Q4 		$7.13M Buy
58,084
+22,214
+62% +$2.52M 0.51% 34
2023
Q3 		$3.76M Sell
35,870
-877
-2% -$95.4K 0.59% 33
2023
Q2 		$4M Buy
36,747
+8,793
+31% +$864K 0.87% 22
2023
Q1 		$2.59M Buy
27,954
+12,556
+82% +$1.05M 0.76% 25
2022
Q4 		$1.15M Buy
+15,398
New +$1.18M 0.44% 40

Other funds holding IYW

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Farther Finance Advisors's IYW Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares US Technology ETF (IYW) stake by 7.1% in Q2 2026, selling an estimated $1.08M and leaving 61,699 shares worth $15.5M. The position accounts for 0.12% of the portfolio, ranked #145.

Farther Finance Advisors first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Farther Finance Advisors held 61,699 shares of iShares US Technology ETF worth $15.5M as of Q2 2026.
  • Farther Finance Advisors sold 4,692 iShares US Technology ETF shares in Q2 2026, an estimated $1.08M.
  • iShares US Technology ETF made up 0.12% of Farther Finance Advisors's portfolio in Q2 2026, its #145 holding.
  • Farther Finance Advisors first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.