Financial Freedom LLC’s iShares US Technology ETF IYW Stock Holding History

Financial Freedom LLC’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	$6.62M	Sell	26,237 -93	-0.4%	-$21.4K	3.04%	6
2026 Q1	$4.78M	Sell	26,330 -628	-2%	-$121K	2.38%	11
2025 Q4	$5.38M	Sell	26,958 -367	-1%	-$73.4K	2.67%	11
2025 Q3	$5.35M	Buy	27,325 +179	+0.7%	+$32.7K	2.67%	11
2025 Q2	$4.7M	Sell	27,146 -161	-0.6%	-$24.4K	2.53%	12
2025 Q1	$3.84M	Sell	27,307 -1,504	-5%	-$234K	2.2%	13
2024 Q4	$4.6M	Buy	28,811 +1,254	+5%	+$198K	2.42%	11
2024 Q3	$4.18M	Buy	27,557 +8,465	+44%	+$1.24M	2.21%	13
2024 Q2	$2.87M	Buy	19,092 +16,525	+644%	+$2.28M	1.63%	16
2024 Q1	$347K	Buy	+2,567	New	+$334K	0.21%	78

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 Freedom LLC's IYW Position: Q2 2026 in Review

Financial Freedom LLC reduced its iShares US Technology ETF (IYW) stake by 0.35% in Q2 2026, selling an estimated $21.4K and leaving 26,237 shares worth $6.62M. The position accounts for 3.04% of the portfolio, ranked #6.

Financial Freedom LLC first reported a position in IYW in Q1 2024 and has held it in 10 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Financial Freedom LLC held 26,237 shares of iShares US Technology ETF worth $6.62M as of Q2 2026.
Financial Freedom LLC sold 93 iShares US Technology ETF shares in Q2 2026, an estimated $21.4K.
iShares US Technology ETF made up 3.04% of Financial Freedom LLC's portfolio in Q2 2026, its #6 holding.
Financial Freedom LLC first reported a position in iShares US Technology ETF in Q1 2024 and has held it in 10 quarters since.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.