Financial Engines Advisors’s iShares US Technology ETF IYW Stock Holding History

Financial Engines 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	$1.09M	Buy	4,329 +18	+0.4%	+$4.13K	﹤0.01%	310
2026 Q1	$782K	Sell	4,311 -10	-0.2%	-$1.93K	﹤0.01%	330
2025 Q4	$863K	Sell	4,321 -3	-0.1%	-$600	﹤0.01%	330
2025 Q3	$847K	Sell	4,324 -147	-3%	-$26.9K	﹤0.01%	326
2025 Q2	$775K	Buy	+4,471	New	+$678K	﹤0.01%	326
2024 Q4	–	Sell	-1,479	Closed	-$224K	–	454
2024 Q3	$224K	Buy	+1,479	New	+$217K	﹤0.01%	358

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

Financial Engines Advisors's IYW Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares US Technology ETF (IYW) stake by 0.42% in Q2 2026, buying an estimated $4.13K and bringing the position to 4,329 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Financial Engines Advisors first reported a position in IYW in Q3 2024 and has held it in 6 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Financial Engines Advisors held 4,329 shares of iShares US Technology ETF worth $1.09M as of Q2 2026.
Financial Engines Advisors bought 18 iShares US Technology ETF shares in Q2 2026, an estimated $4.13K.
iShares US Technology ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #310 holding.
Financial Engines Advisors first reported a position in iShares US Technology ETF in Q3 2024 and has held it in 6 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.