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

Fiduciary Group’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	$768K	Hold	3,044	–	–	0.06%	184
2026 Q1	$552K	Hold	3,044	–	–	0.05%	200
2025 Q4	$608K	Hold	3,044	–	–	0.05%	186
2025 Q3	$596K	Buy	3,044 +1,820	+149%	+$333K	0.05%	187
2025 Q2	$212K	Buy	+1,224	New	+$186K	0.02%	275
2022 Q3	–	Sell	-2,224	Closed	-$205K	–	238
2022 Q2	$205K	Buy	+2,224	New	+$197K	0.03%	226
2022 Q1	–	Sell	-2,224	Closed	-$255K	–	234
2021 Q4	$255K	Hold	2,224	–	–	0.03%	212
2021 Q3	$240K	Hold	2,224	–	–	0.03%	221
2021 Q2	$232K	Hold	2,224	–	–	0.03%	218
2021 Q1	$207K	Hold	2,224	–	–	0.03%	224
2020 Q4	$206K	Buy	+2,224	New	+$178K	0.03%	209

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 22.9% 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 Group's IYW Position: Q2 2026 in Review

Fiduciary Group held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 3,044 shares worth $768K. The position accounts for 0.06% of the portfolio, ranked #184.

Fiduciary Group first reported a position in IYW in Q4 2020 and has held it in 11 quarters since. 1,302 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Fiduciary Group held 3,044 shares of iShares US Technology ETF worth $768K as of Q2 2026.
Fiduciary Group left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.06% of Fiduciary Group's portfolio in Q2 2026, its #184 holding.
Fiduciary Group first reported a position in iShares US Technology ETF in Q4 2020 and has held it in 11 quarters since.
1,302 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.