Fiduciary Alliance’s iShares US Technology ETF IYW Stock Holding History

Fiduciary Alliance’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	$417K	Buy	+1,652	New	+$379K	0.03%	394
2026 Q1	–	Sell	-1,237	Closed	-$247K	–	562
2025 Q4	$247K	Buy	1,237 +73	+6%	+$14.6K	0.02%	459
2025 Q3	$228K	Hold	1,164	–	–	0.02%	465
2025 Q2	$202K	Buy	+1,164	New	+$176K	0.02%	464
2023 Q3	–	Sell	-495	Closed	-$53.9K	–	570
2023 Q2	$53.9K	Buy	+495	New	+$48.6K	0.01%	303
2023 Q1	–	Sell	-495	Closed	-$36.9K	–	509
2022 Q4	$36.9K	Buy	+495	New	+$37.9K	0.01%	249

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

Fiduciary Alliance's IYW Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,652 shares worth $417K. The stake represents 0.03% of the portfolio and ranks #394 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in IYW as recently as Q4 2025.

Fiduciary Alliance first reported a position in IYW in Q4 2022 and has held it in 6 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Fiduciary Alliance held 1,652 shares of iShares US Technology ETF worth $417K as of Q2 2026.
iShares US Technology ETF was a new Fiduciary Alliance position in Q2 2026.
iShares US Technology ETF made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #394 holding.
Fiduciary Alliance first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 6 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.